Analytics portals for healthcare and financial services teams
Share dashboards with clinics, branches, advisors and clients when access control and audit trails matter, with your data staying in your own BI tool.
Problems this solves
What you get
Strict data separation
Row-level security filters every dashboard by clinic, branch, advisor or client.
Learn moreSession controls
SAML SSO, auto-logout after inactivity, access re-verification and session revocation.
Learn moreYour data stays in your BI tool
Dashboards render from your BI tool. EmbedPortal does not copy the business data inside them.
Learn moreDedicated or self-hosted
Enterprise plans include a dedicated instance and a self-hosted option on AWS.
Learn moreTest before release
Impersonate a user to confirm what they see, with every impersonation session logged.
Learn moreGet started in four steps
Review the security page
Check how data flows and what EmbedPortal stores.
Connect your BI tool
Keep data in your own Power BI, Tableau, QuickSight or other tool.
Set RLS and SSO
Filter by clinic, branch or client and connect your identity provider.
Turn on session controls
Set auto-logout and access re-verification.
Common questions
Is EmbedPortal HIPAA certified or SOC 2 audited?
Not yet. EmbedPortal does not currently hold SOC 2, ISO 27001 or HIPAA certifications. Review the security page and talk to us about your requirements before sharing regulated data.
Does EmbedPortal store our patient or financial data?
No. Business data inside embedded dashboards is served by your BI tool to the viewer's browser. EmbedPortal stores account, configuration and audit data.
Can we keep the portal in our own environment?
Enterprise plans include a dedicated instance and a self-hosted option on AWS.
Can we prove who viewed a report?
Yes. The activity log records logins, views, exports and admin changes.
See it with your own dashboards
14-day free trial. Unlimited viewers on every plan.