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features
design
support

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Description

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Description

PORTALD serves as a specialized client portal designed for small businesses in the UK, enabling them to efficiently gather documents, photos, forms, and signed agreements. Users can create specific checklists, review uploaded materials, approve submissions, or request replacements along with a justification. Additionally, optional AI checks assess uploads against provided instructions and offer preliminary feedback, although the business retains the ultimate decision-making authority. The platform includes features for online forms, electronic signatures, and staff access with defined roles. With an integration for Xero, clients can easily view and download their invoices, encompassing both paid and unpaid. Accessible via a web browser on either mobile devices or computers, PORTALD eliminates the need for any app installations. The Solo plan is available at £25 + VAT per month for businesses with up to 100 customers and provides 500 MB of storage, while the Practice plan costs £75 + VAT per month, accommodating up to 1,000 customers with 5 GB of storage, a custom portal domain, and priority support. Users can explore a 14-day Solo trial that includes AI checks without requiring a credit card. Developed and managed by IT BOFFINS LTD in the UK, PORTALD aims to streamline administrative tasks and improve client interaction for small enterprises. The combination of user-friendly features and flexible pricing plans makes PORTALD an appealing option for businesses looking to enhance their document management processes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xero Yes 
Airtable Yes 
Axis LMS Yes 
Docusign Yes 
Dropbox Yes 
Filevine Yes 
Global Relay Yes 
Gmail Yes 
Google Drive Yes 
Google Sheets Yes 
HubSpot Customer Platform Yes 
Jira Yes 
Microsoft Dynamics 365 Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Salesforce Yes 
Slack Yes 
Smarsh Yes 
Zoho CRM Yes 

Integrations

Xero Yes 
Airtable No 
Axis LMS No 
Docusign No 
Dropbox No 
Filevine No 
Global Relay No 
Gmail No 
Google Drive No 
Google Sheets No 
HubSpot Customer Platform No 
Jira No 
Microsoft Dynamics 365 No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft Teams No 
Salesforce No 
Slack No 
Smarsh No 
Zoho CRM No 

Pricing Details

Custom Pricing
Free Trial No 
Free Version No 

Pricing Details

£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Moxo

Founded

2012

Country

United States

Website

www.moxo.com

Vendor Details

Company Name

IT BOFFINS LTD

Founded

2020

Country

United Kingdom

Website

www.portald.co.uk

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union No 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking Yes 
Private Banking Yes 
Retail Banking Yes 
Risk Management Yes 
Securities Management Yes 
Transaction Monitoring No 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging Yes 
Content Management No 
Email Distribution Yes 
Interactive Content Yes 
Multi-Channel Communications Yes 
On-Demand Communications Yes 
Personalization Yes 
Print Management No 
Template Management Yes 
Video Content Yes 

Customer Engagement

Analytics Yes 
Churn Management Yes 
Communication Management Yes 
Community Management Yes 
Content Syndication No 
Feedback Collection Yes 
Gamification No 
Live Chat Yes 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management No 
Multi-Channel Collection Yes 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis No 
Trend Analysis Yes 

Digital Experience Platforms (DXP)

Alerts / Notifications Yes 
Auto-Tagging No 
Blogs No 
Calendar Yes 
Content Modeling No 
Digital Asset Management Yes 
File Sharing Yes 
Form Builder Yes 
Forums / Message Boards Yes 
Headless CMS No 
Knowledge Base No 
Performance Monitoring No 
Personalization / Segmentation Yes 
Reporting / Analytics Yes 
Surveys / Polls Yes 
Templates Yes 
User Management / Permissions Yes 
Version Control No 
Wiki No 
Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Financial Services

Analytics Yes 
Branch Optimization No 
Channel Management Yes 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management Yes 
Risk Management Yes 

Portal

Chat Yes 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking No 

Vendor Management

Audit Management No 
Contact Management Yes 
Customer Database Yes 
Self Service Portal Yes 
Supplier Master Data No 
Transaction History Yes 
Vendor Maintained Profiles Yes 
Vendor Managed Inventory No 
Vendor Performance Rating No 
Vendor Qualification Tracking No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

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