Your identity, throughout
Carry your logo, colours, type and messaging across every customer-facing screen and report.
Part of UMS
Your brand. Your clients. Your revenue.
Client reporting can become a second operations desk: exporting data, rebuilding charts and answering the same portfolio questions. UMS Portal gives brokers a branded client experience on top of the utility intelligence already in UMS.
Give every customer a clear view of the sites, spend and insights that matter to them, while your team keeps the operating model, commercial layer and data spine in one place.
Part of UMS. Explore the utility intelligence platform.
White-label depth
A client experience that carries your name
Your relationship with the customer stays front and centre. UMS Portal gives your team the controls to make the experience feel owned, consistent and ready to scale.
Branded domains
Give each customer a portal address that feels like part of your own service, with the controls you need to manage it.
Themes for every portfolio
Set reusable themes for different teams, offers or markets without rebuilding the client experience.
Multi-brand delivery
Operate multiple broker or consultancy brands from one UMS foundation while keeping each audience distinct.
No-code dashboard builder
Build views around the questions your clients ask
Create customer dashboards from a library of 50+ widgets, then pair them with polished reports and a distribution rhythm your team controls.
Portfolio overview
Customer dashboard builder
Widget library
50+
Charts, tables, totals and trends
Report templates
20+
Ready for your reporting cadence
Scheduled distribution
Send the right report to the right audience on schedule.
Portal access management
Give every customer the right view
A portfolio can contain many audiences. Set the customer experience by account, feature and site subset so people see useful information with the right context.
Per-feature toggles for each customer
Site-subset picker for portfolio-level access
Customer-specific dashboards and report views
Roles that keep client and operator workspaces separate
Access with intent
A controlled view for every customer
Keep the operator workspace focused while customers get a portal shaped around the sites, features and reports they are responsible for.
Per-feature controls
Toggle dashboards, reports, alerts and views by customer.
Site-subset picker
Match each account to the sites it needs to understand.
Operator analytics
See how the portal is working
Your portal is part of your service operation. Use analytics to understand engagement, guide follow-up and keep the customer experience connected to commercial outcomes.
Measure the moments that matter
Connect a Google Tag Manager container to the portal to understand feature engagement, report usage and the paths customers take through their utility data. Feed those signals into your customer success and brokerage workflows.
Live
customer activity
20+
report templates
By role
follow-up signals
GTM container injection
Keep measurement in your hands. Add your container once, then use consistent events across the branded portal experiences you operate.
portal.events → customer_view
The commercial layer
Turn a better client experience into a stronger service
UMS Portal gives your brokerage the foundations to package visibility, reporting and insight as part of the relationship you already manage.
Monetisation controls
Package portal access and reporting as a service your brokerage can price, track and grow.
Role-based access
Give operators, analysts, customers and partners the right level of visibility across each account.
SSO for your teams
Connect sign-in to the identity provider your organisation already uses, with a clear path for customer access.
Alerts that reach the right person
Route operational and portfolio alerts by role, account or event so follow-up has a clear owner.
Client-ready reporting
Give account teams a shared reference point for spend, consumption and exceptions.
Actionable alerts
Make the next conversation visible when a portfolio event needs attention.
Governed by design
Keep commercial access aligned with the roles and responsibilities around each customer.