Optimize your campaigns, track assets, and improve ROI with a no-code platform tailored to your digital marketing needs.


Build a digital marketing asset manager that fits your workflow. Add only the features you need, and update as your team’s needs evolve.
Connect spreadsheets, marketing platforms, and analytics tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your assets.
Empower your digital marketing team with secure asset management. Set up logins, user groups, and granular permissions in minutes—no IT support needed.
Give marketing team members and stakeholders tailored access, so each role only sees relevant assets and dashboards.
Give marketing team members and stakeholders tailored access, so each role only sees relevant assets and dashboards.
Connect with tools like Make, Zapier, or N8N to automate asset approvals, content workflows, and distribution.
Access and organize your marketing assets on the go. All apps are mobile-ready for your team’s flexibility.
Enable Google, email, or SSO logins for quick, secure access for marketing teams and external partners.
Keep marketing assets protected with SOC2 and GDPR compliance, plus detailed access controls at every level.
Marketing teams can ask AI about campaign assets, usage, or performance—Softr’s AI works right inside your asset portal.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Launch your asset management portal in minutes using drag-and-drop blocks and ready templates.
Add campaign tracking or analytics tools as your digital marketing assets and needs expand.
Manage assets, campaigns, and reports in one place—no need for extra tools or logins.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An asset management digital marketing portal is a secure online platform where your investors, stakeholders, and marketing teams can log in to access performance reports, marketing materials, campaign analytics, and key updates. This central hub keeps all communication and resources in one place, reducing the need for scattered emails or shared drives. It streamlines how you share insights, documents, and information, making it easier to stay organized and provide a seamless experience for your clients and team members.
Softr makes it simple to create a digital marketing portal tailored to the needs of your asset management firm. You can integrate your existing data from platforms like Airtable, HubSpot, Notion, monday.com, SQL, and more, allowing users to log in, review performance dashboards, download reports, submit requests, and access campaign resources in one place.
There’s no coding required. You can start with a template or design from scratch, customize the layout, set user permissions, and brand the portal to match your firm’s identity. It’s quick to implement, easy to maintain, and flexible enough to adapt as your marketing needs grow. This helps ensure your communication is streamlined and your brand looks polished.
You can incorporate a variety of features into your asset management digital marketing portal, depending on your workflow and client needs. Popular options include:
\- User logins – so investors, marketing teams, or partners can securely access their account or campaign data
\- Custom dashboards – to display real-time performance metrics, AUM trends, or marketing analytics
\- Forms – for lead capture, campaign feedback, or client onboarding
\- File sharing – for distributing marketing collateral, pitch decks, or compliance documents
\- Search and filters – to help users quickly locate reports or resources
\- Tables, lists, and detail views – to present campaign results, investor contacts, or scheduled activities
\- Comments or status updates – to keep communication centralized
\- Charts – to visualize asset growth, campaign ROI, or engagement metrics
\- Calendar view – for campaign launches, reporting deadlines, or key meetings
\- Permissions and roles – so each user only accesses the information relevant to them
All these features are created using Softr’s drag-and-drop blocks, so you never need to write code. And if your processes change, you can update the portal anytime.
No coding is needed. You can build your asset management digital marketing portal entirely with Softr’s visual editor. Everything from the design to user permissions is customizable without a single line of code.
Yes. You can manage multiple asset management clients or teams within a single digital marketing portal. Each client or stakeholder only sees the marketing assets, reports, and campaign data assigned to them, based on their login and role. This is especially useful for asset management firms or marketing agencies working with several client portfolios at once.
Softr supports a wide variety of data sources relevant to asset management digital marketing. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in marketing data from other sources using the REST API.
You’re not limited to a single source. You can integrate multiple data sources into the same digital marketing portal and display them side by side—so your asset management portal can pull in data from both Airtable and HubSpot simultaneously. Most sources support real-time, two-way sync, keeping your marketing data and portal in sync automatically.
Yes, Softr gives you full control over how users experience your asset management digital marketing portal. You can customize the layout, navigation, and content to reflect your firm’s brand and workflow. Each page or block can be set to show or hide depending on who’s logged in, so each client sees only what’s relevant to their portfolio or campaign.
You can also set up different user roles, such as client, admin, or marketing team member, and define exactly what each role can view or manage. For example, clients can only see their own campaign results, while your team can access and manage all client portfolios. You can also create personalized views by filtering asset data based on the logged-in user.
This customization is especially helpful when managing multiple asset management clients, campaigns, or teams in the same portal, keeping the experience secure and tailored to each user.
Yes, you can. You don’t need to import your asset management marketing data from another system to get started with Softr. If you’re starting from scratch, you can use Softr Databases, which is built into the platform and connects seamlessly with any asset management marketing portal you create.
But if you already have asset and campaign data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other sources. Either way, you have full control over how your marketing data is structured and displayed to clients.
Yes, you can fully white-label your asset management digital marketing platform in Softr. You can use your own logo, brand colors, fonts, and custom domain to ensure the platform reflects your asset management firm’s identity. All Softr branding can be removed, so your investors and stakeholders only see your company's branding throughout their experience.
Absolutely. Softr gives you complete flexibility to design and structure your asset management digital marketing platform. You can tailor colors, fonts, spacing, and page layouts to align with your firm’s brand guidelines. You also have control over how each page is structured, which blocks appear where, and what different users—such as investors, advisors, or team members—see when they log in.
To showcase your data and resources, you can add various types of blocks depending on your needs:
\- Table blocks for portfolio overviews, campaign analytics, or performance reports
\- List or Card blocks for highlighting investor profiles, managed assets, or marketing resources
\- Detail View for displaying individual asset reports or client dashboards
\- Forms for investor onboarding or feedback collection
\- Charts for visualizing returns or marketing metrics
\- Calendar blocks for events, reporting deadlines, or meetings
If your needs change, it’s easy to update the design and content right in the Softr visual builder.
Softr is designed with security as a priority. All data is encrypted both in transit (TLS) and at rest, and your asset management digital marketing apps are hosted on secure, reliable infrastructure. You have full control over user access, with options for role-based permissions, user management directly from your data source, and visibility rules to safeguard sensitive investor and portfolio information.
For integrated data sources like Airtable, Notion, or SQL, Softr doesn’t store your firm’s data—it simply displays it in real time according to your permissions. You always control who can view or edit sensitive information.
Softr also follows industry best practices for authentication, access control, and platform monitoring to keep your data and client information safe.
You can start building your asset management digital marketing platform for free. Softr’s Free plan lets you launch one app with up to 10 users and 2 user groups, and supports standard data sources like Softr Databases, Airtable, and Google Sheets.
If your asset management platform requires more users or advanced features, you can explore the paid plans for additional capabilities: <http://softr.io/pricing>
Softr is built to help you quickly create robust, user-facing asset management digital marketing platforms—without needing developers or custom code. What sets Softr apart is how efficiently you can transform your data into an interactive portal for investors, marketing teams, or advisors, all while keeping everything aligned with your firm’s branding.
Other no-code tools might focus on mobile apps (like Glide) or be more developer-oriented (like Retool), but Softr is made for non-technical teams in asset management who want control over layout, user experience, and data permissions. With Softr, you can build on real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create a secure, branded platform for your stakeholders.
You can visually customize every aspect—from content and design to user access. Since Softr includes user roles, forms, conditional logic, and API integrations out of the box, you don’t need to piece together multiple tools to launch a professional solution.
Yes. Softr offers a range of integrations to connect your asset management digital marketing platform with the rest of your technology stack. You can sync with tools like Stripe for payments, Intercom for communications, and automate workflows using Zapier, Make, or N8N. Softr also supports REST API and webhooks for more advanced automation needs.
Whether you want to send performance updates to another system, trigger notifications based on investor activity, or display data from other platforms, all of this can be integrated into your asset management solution—without needing to write code.