Client portals trusted by the world's leading businesses

Client portals trusted by the world's leading businesses. Streamline your customer, vendor, and partner projects with Moxo.
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Provide an interactive, dedicated portal for clients, vendors, and partners

Moxo is designed to streamline, automate, and transform the way businesses manage relationships with  customers, vendors, and partners. Provide a seamless, collaborative client portal under your brand for all stakeholder communications, document sharing, and project management tasks.

The old way

The Moxo way

From onboarding to account management.
And everything in between.

Onboarding that flows

Onboarding processes can be clunky, repetitive, and time-consuming. Moxo transforms your onboarding into a seamless experience, ensuring clients, vendors, and partners are smoothly integrated into your ecosystem.

Design distinct onboarding playbooks within Moxo to address the specific demands of different onboarding programs. This flexibility ensures a high degree of customization and effectiveness in orchestrating B2B relationships, fostering a smooth and engaging experience.

Enhanced account management

Efficiently manage relationships with customers, vendors, and partners. By centralizing all interactions, processes, and documents in one secure platform, Moxo simplifies account management, ensuring smooth communication and collaboration. Automate routine tasks, track important milestones, and enhance the overall experience for all stakeholders. Unlock the potential of seamless account management and build stronger, more productive relationships.

Minimize disruptions and delays

Encounter an issue? Moxo enables real-time escalations within a business process, allowing for immediate meetings or messages to resolve any bottlenecks swiftly.

Users can initiate instant collaboration with team members and stakeholders to troubleshoot and rectify issues without delay. This capability not only minimizes downtime but also enhances overall productivity by enabling swift problem resolution, keeping your operations running smoothly even when unforeseen challenges arise.

Completely configurable

Provide a personalized, dedicated space on mobile and web where clients, vendors, and partners can find everything they need for a smooth business relationship. Stakeholders will have clear visibility and direct access to necessary actions, documents, and support.

Content personalization

Customize your client portal with your logo, colors, and business content. Provide a cohesive and sophisticated brand experience.

Template playbooks

Create standardized playbooks for processes. Minimize repetitive tasks and automate processes across your organization.


Moxo integrates smoothly with the tools and services organizations already use, facilitating a unified and efficient portal experience.

Magic links

With magic links, there's no need for clients to remember login details. A single click on a text or email link provides immediate entry into your portal.

Powerful automations and templates

Say goodbye to manual, time-consuming business processes. Use Moxo's drag-and-drop workflow builder to create templates. Orchestrate each step of your workflow with ease, integrating business actions like forms, file requests, tasks, approvals, acknowledgements, and third-party objects. Gain unparalleled flexibility and control over your operations, making each step of the experience uniquely tailored to your organization's needs.

Security and control

Security is non-negotiable. With Moxo, rest easy knowing your and your clients' data are protected by best-in-class security measures, adhering to stringent compliance standards including SOC III and GDPR.

Powerful role management

Control is critical in any business process. With Moxo’s robust user management capabilities, decide who sees and does what and assign roles  with precision.

Insights and activity tracking

Directly manage to KPIs, identify and resolve bottlenecks, and make informed decisions that continuously enhance and streamline processes.

Seamless handoffs

Transitioning clients between teams or account representatives is smoother than ever. With Moxo’s capability to preserve full process history and context,  team members can pick up exactly where their colleagues left off.

Integrated collaboration

Messaging and meetings

Assist your customers with secure messaging, video meetings, forms, and file sharing complete with annotations. Moxo ensures a continuous flow of communication, meaning you'll never lose momentum.

Intelligent nudges

Avoid the pitfalls of drop-offs and delays and customize proactive reminders and updates. And for those moments that require a personal touch? Nudge manually with ease.

Digital paperwork

Engage on files, provide a content library accessible to your organization, and build custom forms. Seamlessly incorporate files into a workflow and enhance your document processes.

Standard Chartered enhanced client experience and improved transaction efficiency with Moxo

See customer stories

Delivery models


Get started within minutes by choosing from templates or building your own. Available across mobile & web.

Learn moreThe image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.


Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.

Learn moreThis image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.


Extend your existing apps & portals. Moxo SDKs are available for iOS, Android, Javascript, React Native, and Cordova.

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Power a client portal
for your business