Secure interactive
client portals

Best-in-class client portal software. Deliver a OneStop client interaction experience on mobile and web, under your brand, no coding required.

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Therapist working with Patient in sunlit room

Streamline client processes

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 servicing

Exception handling

Document collection

Assisted form filling

ePaper workflows

Purchase order approvals

Complex sales support

Transaction approvals

Accounts payable

Project management

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.

OneStop for your clients,
OneStop for your organization.

Moxo's OneStop Client Interaction Hub includes...

Client, Business, and Management Portals

Client-centric workflows

Interactive capabilities

Case workspaces

Best-in-class security

Deliver modern client service

Provide your clients with an interactive service experience on mobile and web.

Interaction workflows

Configure workflows to automate your business processes. Moxo enables you to connect business software you're already using into your portal to maximize your ROI.

Powerful interactive capabilities

Engage clients with built-in secure messaging, digital signatures, document collaboration, video meetings, screen sharing, virtual data rooms, and more.

Centralized oversight

Gain visibility into how your organization is performing to your goals, monitor your firm’s progress on an ongoing basis, and identify areas where you can improve.

KPI Measurement

Track and measure performance with searchable, real-time insights. Maintain visibility into all client accounts, while staying on top of all details.

Roles and permissions

Designate roles and permissions for your clients, staff, and others. Manage responsibilities for appropriate information flow.

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.

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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.

Modernize your client interaction experience.

Get Started

Moxtra-powered OneStop Client Hub for Lending company on iPhone

Secure interactiveclient portals

Streamline client processes

Completely configurable

Client-centric workflows

Built-in interactivity

Persistent data rooms

Bank-grade security

360° oversight

onestop for your complete client management lifecycle

Account onboarding

Account servicing

Exception handling

End-to-end client management

The OneStop interaction suite

" Since we started using the Form Collective App, we've been able to take 20% more in projects, and that's strictly because it's increased our efficiency.

Josephina Serra Co-Founder & Partner, Form Collective

" RaiConnect brings to our clients the ongoing service and support they are used to getting when visiting our bank locations. Our relationship managers have the ability to provide advisory services conveniently and securely.

Zsofia Jokai Product Owner, RaiConnect, Raiffeisen Bank

" We're a small business, but we're one of the largest pet shippers in the US. We needed an app that could streamline our client processes, and now everything we need is all in one place.

Kari Mendoza Founder & CEO of Island Pet Movers

" It's transforming the nature of experience and bringing the relationship management team and expertise within the grasp of consumers. We have put the power and control in our Citigold customer's hands.

Kartik Kaushik Country Business Manager, Citigroup India

" All aspects of first response deployment are combined in one platform for unparalleled situational awareness in any operation.

Britt Kane Founder & CEO, Intrepid Networks

" We are excited the possibilities it creates to serve our talent, adding a brand new level of convenience and connectivity to fuel their careers and to provide the very best casting and coordination experience in the industry.

Aicha McKenzie Founder & CEO, AMCK Group

" Our Entourage Collection app allows our motto 'The sky is no longer the limit' to shine even more brightly.

Simon Liebel Founder & CEO, Entourage Collection

" Enhancing our digital client experience will help bring the Private Bank closer to clients while ensuring that we do not compromise on data privacy especially in today’s rapidly evolving digital world.

Didier Von Daeniken Global Head, Private Banking and Wealth Management, Standard Chartered

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Trusted by security focused industries

Secure interactive
client portals