Client Portals

10 White Label Client Portal Options, Compared on Real Branding

BRIXX Digital•September 11, 2026•9 min read
10 White Label Client Portal Options, Compared on Real Branding

A white label client portal puts your logo, your colors and ideally your own domain in front of clients, so the software behind it disappears. For agencies, accountants and consultancies, that matters because the portal becomes part of the service itself. Clients also expect it to answer them fast: Zendesk reports that 72% of customers want immediate service, and a branded portal where they can check status, grab files and approve work does that without a phone call.

The gap between leaders and laggards shows up in the data. Salesforce found 80% of high-performing service organizations offer self-service, compared with 56% of low performers. The catch is that “white label” means very different things from one vendor to the next. For some it is a logo upload. For others it covers custom domains, branded email and a mobile app under your name.

Below are ten options, starting with a fully custom build and then nine platforms. The White label / custom domain column records only what each vendor states on its own site. Where a vendor does not say, the cell reads “Not stated” rather than guessing.

ProviderBest ForKey FeaturesWhite label / custom domainStarting Price
Brixx DigitalFirms needing a portal shaped to their own workflowCustom portal, CRM, automation, dashboards, integrationsFully custom: your brand and domain on a system you ownFoundation Build from $2,500
SuiteDashAll-in-one portal plus CRM at a flat account priceCRM, invoicing, subscriptions, LMS, unlimited clients and staffExtreme White Labeling and custom branded mobile app on all tiersSTART $19/mo
Assembly (formerly Copilot)Service firms building client apps with AIAI app builder, CRM, auth, payments, 30+ templatesRemove badge on Advanced/Professional; custom domains on ProfessionalFree (5 contacts); Starter $20/mo billed annually
MoxoComplex workflows across clients, vendors and teamsAgentic workflows, Agent Foundry, SOC 2 Type II, SAML SSOCustom domain on Scale; custom pages and embedded apps on EnterpriseTeam $5,000/yr
ClinkedRegulated firms sharing files and approvalsSecure files, version control, messaging, approval workflowsWorkspace, domain, mobile app and email addressesStart Up $11/user/mo
Wayfront (formerly Service Provider Pro)Agencies selling productized servicesOrder forms, checkout, projects, CRM, helpdeskFully white-label, custom domain, send from your own emailBase $99/mo billed annually
ManyRequestsAgencies managing client requestsRequest management, time tracking, retainers, CRMCustom domain on every plan; remove “Powered by” on ProCore $39/mo billed annually
PlutioService businesses wanting one branded workspaceProjects, proposals, contracts, invoices, AI assistantAdd-on on Pro; included on MaxCore $19/mo
ClientVenueAgencies hiding internal ops behind a portalOnboarding workflows, branded invoices, profitability reportsWhitelabel portal on all plans; can run on your domainStarter $47/mo
Ideagen Collaboration Portal (Huddle)Enterprise document collaborationSecure workspaces, version control, government-grade securityNot statedNot published

Where White Label Portals Fall Short

Branding is the easy part. The problems show up after launch.

The branding stops at the edges

A logo on the dashboard does not help if notification emails still come from the vendor's address, or the login page still shows their name. Check email sending, the login screen, PDFs and the mobile app, not just the portal header.

Custom domains hide behind upper tiers

On several platforms the custom domain, the single most visible piece of white labeling, sits on a higher plan. The entry price in a comparison table is rarely the price you pay for a fully branded result.

Your process bends to their data model

Each platform assumes a shape: requests, orders, projects or flows. If your delivery does not match, you end up with workarounds that clients can see, which undercuts the premium feel the branding was meant to create.

Your clients live on their servers

Files, messages and approval history sit in the vendor's system under the vendor's terms. Leaving later means a migration your clients will notice.

1. Brixx Digital: Fully Custom When No Platform Fits

Brixx Digital builds custom branded client portals for businesses that have outgrown what a configurable platform allows. There is no “Powered by” badge to remove, because the portal is yours: your domain, your login page, your emails, and data that lives in a system you own.

Work starts with a working demo of your problem already solved, then a Blueprint (from $1,500, credited toward the build) that maps your client flow and integrations. Builds start at $2,500 for a Foundation Build and $5,000 for a Core Build, with an optional Care Plan from $150/mo. The 30-day pilot delivers a real working version in 30 days.

  • Best for: firms whose client experience is part of what they sell
  • Location: Ohio, USA
  • Why it leads: white labeling with no tier gates, and a workflow built to your process instead of a vendor's

2. SuiteDash

SuiteDash puts white labeling at the center of its pitch. Extreme White Labeling and a Custom Branded Mobile App are included on every tier, along with a branded domain and login screen. Around the portal you get an automated CRM, project management, invoicing, subscription billing and an LMS.

Pricing is per account, not per user: START $19/mo, THRIVE $49/mo, PINNACLE $99/mo, with unlimited clients and staff. It is the strongest value on this list if you have the patience to configure a broad tool.

3. Assembly (formerly Copilot)

Assembly, previously sold as Copilot, uses a branded client portal as the place where every app you build gets published. Its AI app builder turns a plain-language description into onboarding wizards, document collection or approval tracking, with auth, permissions and payments included.

A Free plan covers 5 contacts. Starter is $20/mo billed annually (vs $49 monthly), Advanced $40/mo and Professional $90/mo billed annually. “Remove Assembly badge” is on Advanced and Professional, and custom domains are on Professional.

4. Moxo

Moxo is built for operations with many parties: clients, vendors and internal teams all acting inside one portal. It pairs agentic workflows with human control, an Agent Foundry for custom AI agents, and enterprise security including SOC 2 Type II, GDPR and SAML SSO. Every tier includes unlimited seats.

The Team tier is $5,000/yr. A custom domain for client portals appears on Scale, and custom pages plus embedded apps on Enterprise. Neither upper tier has a published price.

5. Clinked

Clinked serves accounting, legal, finance, healthcare and insurance firms that share sensitive files and need clean approvals. It offers secure file management with version control and no file-size limits, group and one-to-one messaging, configurable dashboards and structured sign-off workflows.

Pricing runs Start Up $11/user/mo, Standard $239/mo with 100 members and Premium $599/mo with 250 members, with discounts for yearly and two-yearly billing.

Upsides

  • One of the most complete white label scopes here: workspace, domain, mobile app and email addresses
  • Approval workflows and version control suit regulated work
  • No file-size limits on uploads

Trade-offs

  • A large step from per-user Start Up to $239/mo Standard
  • The white label mobile app sits on Enterprise, which has no published price
  • Built around documents, so it is lighter on billing and project management

6. Wayfront (formerly Service Provider Pro)

Wayfront, which rebranded from Service Provider Pro in February 2026, runs order-to-delivery for agencies selling productized services. Clients order and pay through branded forms and checkout, which triggers intake, then track files, invoices and messages in the portal. A CRM and helpdesk sit alongside.

Base is $129/mo, or $99/mo billed annually, with 5 team seats. Pro is $299/mo, or $249/mo billed annually, with 10 team seats. The product is fully white-label with a custom domain and email sent from your own address.

7. ManyRequests

ManyRequests bills itself as the client portal built for agencies. Clients submit requests and files, auto-assignment and approvals route the work, and time tracking feeds profitability reporting and branded retainer invoices.

Core is $59/mo, or $39/mo billed annually, and Pro is $99/mo, or $79/mo billed annually, each with one seat included. Every plan includes a custom domain such as app.youragency.com, and Pro removes the “Powered by ManyRequests” link.

8. Plutio

Plutio is an all-in-one workspace where white labeling is a feature rather than the headline. Projects, proposals, contracts, invoices, forms and schedulers share one app, with an AI assistant called Plutio Pal and several project views.

Core is $19/mo, Pro $49/mo and Max $199/mo, with two months free on annual billing. White label is an add-on on Pro and included on Max, as is single sign-on.

9. ClientVenue

ClientVenue is an agency platform built around a portal that hides internal operations from clients. It covers automated onboarding, branded invoices with Stripe payments, collaborative project management and profitability reporting by project, team and service.

Monthly plans are Starter $47/mo, Professional $97/mo and Enterprise $247/mo, with two months free on annual billing. Its own FAQ says white labeling and running it on your domain are “the whole point.”

10. Ideagen Collaboration Portal (Huddle)

The product once known as Huddle now sits inside Ideagen as its collaboration portal. It targets enterprises and regulated industries sharing documents across organizations, with secure workspaces, version control, project features and government-grade security standards.

Ideagen publishes no price and routes buyers to sales. Its product page makes no explicit white label or custom domain claim, so confirm branding scope in a demo.

Three Questions That Settle the Choice

Most buyers compare feature grids. A faster route is to answer three questions honestly.

First, what does the client actually do in the portal? Request work, sign off documents, order services or follow a multi-party workflow? Each maps to a different tool on this list, and choosing by the primary action removes half the options.

Second, how far does the branding need to go? If a logo and colors are enough, most tools qualify. If you need your domain, your email sender and your own app, the list shrinks to a few names and usually to their upper tiers.

Third, what will it cost at your size in two years? Model seats, clients and the tier that holds the white label features you need. Compare that number with a one-time build you own, and see our pricing if a custom portal belongs on the shortlist.

Frequently Asked Questions (FAQs)

What is a white label client portal?

It is a client portal you present under your own brand, with your logo, colors and often your domain, instead of the software vendor's. Clients log in, share files, approve work and pay invoices without seeing the vendor's name.

Which white label client portal includes a custom domain on every plan?

ManyRequests lists a custom domain on every plan, and SuiteDash includes extreme white labeling on all tiers. On Assembly and Moxo, the custom domain sits on a higher tier.

How much does a white label client portal cost?

Published entry prices on this list range from SuiteDash START at $19/mo to Moxo Team at $5,000/yr. Full white labeling often needs an upper tier, so budget for that rather than the entry plan.

Is a custom client portal better than a white label platform?

A custom portal fits better when your workflow is unusual or your client experience is part of your offer. A white label platform is faster and cheaper to start when your process matches the vendor's model.