Best Portal Software

Moxo's Service Orchestration Platform reimagines the concept of a portal by providing a dynamic, collaborative workspace for managing client, vendor, and partner interactions. This secure digital environment goes beyond traditional portals, offering comprehensive workflow orchestration capabilities. Moxo Flow enables businesses to streamline processes such as onboarding, document collection, and account servicing within a single, intuitive interface. The platform's customizable workflow templates and native actions, including digital signatures and real-time collaboration, allow for personalized service experiences. With robust integration capabilities, Moxo ensures that the portal remains synchronized with existing systems, creating a centralized hub for all stakeholder interactions and information exchange.

My Member Software is User friendly frontend member administration, open source and downloadable. Associations, Clubs, Foundations and even companies can administrate their members and it is integrated in the CMS Joomla, but can also run beside a Wordpress or Drupal website. Member administration independend on time and place! Available in a do-it-yourself version or with us included, for a hassle free complete setup. We are also looking for partnerships with Accounting firms and webdesigners.

OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Upgrade your board meetings with OnBoard today!

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

Most business software products are ‘one trick’ solutions. This forces businesses to ‘cobble together’ many different software tools to accomplish their goals, which is time-consuming, inefficient, disorderly and expensive SuiteDash solves this problem by combining the most commonly used business tools into one cloud-based software platform where the tools are already pre-integrated and full of useful built-in automations. And, the entire platform can be 100% White Labeled to fit your brand! Using SuiteDash helps your business become more efficient, more organized, more professional & more profitable!

The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

Capricon Customer Portals by SilverBlaze provides a completely configurable self-service web portal solution that increases staff efficiency and customer satsifaction. With Capricon, businesses can provide customers with self-help tools to manage their utilities, reduce call volumes, access tools for interacting with customers in new ways, and reduce costs associated with paper invoices, bills, and reports. Capricon can integrate with existing business systems and can be accessed at anytime from anywhere on any device.

We know utilities are increasingly facing disruptive market challenges. Technology is changing the way customers interact with the world and their utilities. We partner with utilities and anticipate future technology trends to help utilities interact with their customers more effectively through technology. Technology is revolutionizing the world of utility and customer relations. With MyUsage you can put more information in your customers’ hands and provide them with better tools to answer their own questions without having to call you. We help you give your customers the power to help themselves. Enable your customers to get out of the debt cycle and pay off overdue balances gradually through manageable payment options. We have helped customers keep their services on while helping utilities collect nearly $200 of debt per customer that would have otherwise been unrecoverable. Customers will pay smaller bills more frequently and keep their finances current with their usage.

Envestnet's multi-portal platform is a unified network focused on enhancing the wealth management process. We harmonize data across the breadth of our network to deliver thoughtful, actionable intelligence that can foster growth and deliver better client outcomes. Our portals are complete solutions that can be accessed on the go and span the key elements of the advisory process. Our advisor portal delivers applications that integrate with high efficiency all the advisor’s client-focused efforts, reducing the time spent on administrative, “back-office” tasks. Our manager portal is a complete solution that enables third-party strategists and separate account managers to implement client portfolios for advisors. Managers can also leverage enhanced analytics and reporting to deliver better decisions on distribution strategies and gain deeper insight about their book of business.

Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser!