1. 📘Introduction to Kleber App
What is the Kleber App?
The Kleber App is a white-labeled mobile application built using Flutter, tailored for financial institutions that use the InvestGlass platform. It delivers a seamless digital experience for client onboarding, portfolio management, document sharing, e-signatures, and secure communication, all within a fully branded mobile interface.
Integrated directly with InvestGlass’s CRM and onboarding systems via robust APIs, Kleber allows financial firms to offer a mobile-first client experience without rebuilding their backend. It ensures secure token-based access and aligns with financial industry standards for data protection.
Designed for Android and iOS, Kleber empowers fintech firms, private banks, and wealth managers to digitally transform client engagement with a ready-to-deploy, customizable app foundation.
🔗How It Fits into InvestGlass
Kleber complements InvestGlass by acting as a mobile-friendly front end for:
- CRM data access and task management
- Secure and compliant client communication
- Digital document storage and e-signature workflows
- Seamless white-label integration with existing InvestGlass tools
💼Main Use Cases
- Digital onboarding (KYC, forms, personal data)
- Contract signing with integrated e-signature support
- Real-time CRM access for clients
- Secure messaging and document sharing
- Portfolio visibility with live positions and transactions
- Cross-platform deployment (iOS, Android, Web via Flutter)
🎨Customizable and white-label ready
- Rapid customization with Flutter and Dart
- Fully brandable (logos, themes, platform URL switching)
- Open-source base for extended contributions
- Optimized for fast deployments
- Built with security and compliance in mind
Updated about 1 month ago