Deliver clarity and confidence with every number
Help your clients understand their performance at a glance. Automate reports, visualize financial metrics, and build trust with data that’s always accurate and up to date.
Klipfolio transforms raw financial data into actionable insights. With automated reporting and professional dashboards, you’ll spend less time consolidating spreadsheets and more time advising clients on what really matters — their goals, their progress, and their results.
Automate performance reporting
Build dashboards once and watch them update automatically. Klipfolio connects to your accounting, CRM, and portfolio systems, aggregating key metrics — all without manual exports.
Show clients the big picture
Visualize trends across portfolios, expenses, and goals. With customizable dashboards, you can combine investment data, performance benchmarks, and market indicators into one clear, interactive view.
React quickly to market changes
Set up visual indicators and real-time data refreshes to highlight irregularities or performance shifts. Keep clients informed and confident even when markets move fast.
Scale your client experience
Whether you manage 10 clients or a thousand, Klipfolio’s client management features make it easy to organize accounts, automate updates, and control access across your book of business.
Strengthen your brand
White-label dashboards with your firm’s logo, colours, and domain. Every report looks polished and professional — reinforcing your identity and building long-term trust.
Ensure compliance and transparency
Deliver consistent, on-time, error-free reports. Klipfolio’s access controls guarantee data security while giving clients access to the information they need for effective decisions.
Discover how data-driven partners scale smarter with Klipfolio.
Klipfolio Partners deliver clear, actionable insights to their clients every day. From automated reporting to fully customized dashboards, our platform helps you build consistent, scalable solutions that drive better decisions.
Summit CPA
Streamlined Reporting
Built for financial advisors.
Powered by Klipfolio.
Klipfolio for Partners builds on our industry-leading dashboard automation tools with everything financial advisors need to deliver modern, data-driven client experiences. Manage accounts, brand dashboards, and automate reporting — all from one platform.
Client Management
Easily manage and monitor all your client dashboards from a single account. You stay in control while giving each client the space to explore and get inspired.
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Customization & Automation
Personalize dashboards and automate recurring tasks with our API. Save time while delivering perfectly-branded client experiences at scale.
Learn moreSharing & Publishing
Share dashboards securely by link, email, or embed. Control who sees what—and keep everyone aligned with shared, accurate data.
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Power of Klips
Access hundreds of pre-built connectors, a robust formula system, and the flexibility to create every visualization your clients can imagine.
Learn moreInsights for modern consultants
Explore best practices and real-world advice on using data to drive smarter recommendations, streamline reporting, and deliver measurable client value.
How we automated reporting for 50+ clients
Client management in 5 steps
Data-Driven Agency Series, Chapter 1: Best KPIs for Marketing Agencies
Data-Driven Agency Series, Chapter 2: Using data to foster lasting customer relationships
Klipfolio Partner How-To #1: Duplicating dashboards across client accounts
Klipfolio Partner How-To #2: Company Properties can simplify client set-up
Your clients deserve the best.
We partner with agencies, consultants, financial advisors, software companies, OEMs, resellers, and integration providers who share our passion for empowering clients through data. Whether you’re just getting started or scaling up, our team is here to help you every step of the way.
Start a Free TrialStrength in numbers. And in stars.
We love what we do. And so do our customers.
