Client portals trusted by the world's leading businesses

Streamline your customer, vendor, and partner projects with digital interaction workspaces.


Streamline external projects

Completely configurable

Personalize your portal experience to reflect your brand imagery, colors, business content, and workflows.
Client-centric workflows
Build interaction workflows with repeatable, sequenceable steps and predefined client and internal actions.
Built-in interactivity
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Persistent data rooms
Manage continuity across time, with progress tracking, audit trails, virtual data rooms and more.
Bank-grade security
Moxo’s platform was built with the world’s leading financial institutions, ensuring stringent compliance.
360° oversight
Track all client activity and account performance with insights. Maintain a searchable paper trail of all interactions.

onestop for your complete client management lifecycle

Account onboarding

Account management

Exception handling

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Document collection
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Assisted form filling
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ePaper workflows
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Purchase order approvals
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Complex sales support
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Transaction approvals
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Accounts payable
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Project management
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Proposals and contracts

End-to-end client management

The OneStop interaction suite

Moxo portals bring structure to client interactions with a complete suite of engagement capabilities woven into client-facing business processes.

Best-in-class client experiences. Bank-grade security and compliance. Break down bottlenecks. Streamline client workflows. All delivered under your brand.

Power your client portal with Moxo.
Powerful interactive capabilities
Engage clients with built-in secure messaging, digital signatures, document collaboration, video meetings, screen sharing, virtual data rooms, and more.
Bank-grade security
Moxo is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, and PSD2. Custom deployment options are available.

Trusted by security focused industries

Moxtra’s platform was built in partnership with several of the world’s leading financial institutions. Organizations use Moxtra to power their OneStop Client Service Hub — with best-in-class compliance, privacy, security, and auditability.

Moxo is named best digital banking solution provider in the Banking Tech Awards.
Moxo is named best mobile experience at the Bank Customer Experience Summit.
Moxo wins best client relationship management platform in the LegalTech Awards.
Moxtra is named an innovator in the Aragon Research Globe for Digital Work Hubs.
Power a client portal for your business.
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Moxtra-powered OneStop Client Hub for Lending company on iPhone