White label client portals done right

Moxo’s white-label client portal software helps you deliver a customizable experience, without building from scratch.

Dashboard view of a fully branded client portal powered by Moxo, showcasing custom colors and team workspace

For client-facing teams that want to deliver a polished, branded experience

Branded to impress
Add your logo, colors, and domain for a fully white-labeled experience on mobile and web, that builds trust with clients.
Automate your processes
Design repeatable workflows with forms, file uploads, approvals, meetings, and e-signatures built into the process.
Connect your systems
Connect your business systems, from ERPs, CRMs, document systems, and more. Trigger actions based on events in other systems.
Client portal interface showing upcoming tasks and progress updates in a branded workspace

Why your white label portal should look like you built it, and work like you didn’t

Give your clients, vendors, and partners a streamlined way to complete tasks, submit documents, and move processes forward, without the heavy lift of building your client portal yourself.

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Why choose Moxo for your
branded client portal

Whether you need white label project management software, a customizable onboarding flow, or a branded customer portal, Moxo gives you the flexibility to build exactly what your business needs.

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Client portal interface showing secure messaging between a client and service team in a branded workspace
Secure messaging

Deliver cross-platform brand experiences

Give clients the access they expect, available on both mobile and web. Collaborate in context and support customers with messaging, video calls, document exchange, signatures, and forms.

Let AI handle your
repetitive work

Moxo’s AI Agents work behind the scenes to keep your processes moving. Each agent handles tasks like sending reminders, checking submissions, and triggering next steps to prompt action and reduce manual follow-ups.

Moxo’s AI Copilot offering intelligent task reminders, message drafting, and real-time support inside client workflows
Secure messaging

Drive business results with custom templates

Design repeatable workflows with forms, file uploads, time bookings, approvals, meetings, and eSignatures built into the process. Visually design journeys tailored to your business, then launch them as reusable playbooks.

Keep everyone in their swim lanes

Make informed decisions with reporting, role-based access controls, and audit trails. Run fast without flying blind. Moxo provides governance that accelerates your business instead of holding it back.

White-label client portal software shown on a laptop screen, branded for a service team and displaying client task progress

See Moxo in action

Savills uses Moxo to streamline commercial property deals
Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation
Emirates Bank streamlines wealth customer engagement, delivering personalized service
Webware integrated Moxo to amplify digital marketing success
ChenMed enhanced patient engagement for senior care with Moxo
Hawaii-based Kobayashi Group uses Moxo to supercharge their real estate sales
Scotiabank delivers personalized service throughout the wealth customer journey with Moxo
Zeta Global leverages Moxo to streamline onboarding and implementation
CD Baby uses Moxo to streamline music distribution for independent artists
Parents as Teachers simplifies content delivery for affiliates and parent educators
Procore streamlines customer onboarding workflows with Moxo
FIS integrated Moxo to redefine the digital banking experience
Questions + answers
How does Moxo make white-label client portals easy to launch?

Moxo’s no-code builder lets you create branded workflows, client-facing spaces, and secure collaboration tools, all without developer involvement.

Will my white-label app have any references to Moxo?

Yes, Moxo retains a small, gray "powered by Moxo" mark on some screens; however the primary branding will be clearly be yours. Also, some integrations and extensions mention Moxo as they are widely available.

You can use your own domain, logo, colors, business content, and terminology. You'll have the opportunity to customize your app's URL, and your notifications email address.  Your dedicated app launch team will help you with this as a part of your application set up.

What makes Moxo better than other white-label portal software?

Moxo gives you more than just a branded portal — it’s a complete operating layer for client engagement. From task management to document collection, secure messaging to approvals, everything runs in one platform that reflects your brand.

Can I integrate Moxo into my existing app or website?

Absolutely. Moxo can be embedded directly into your website or mobile app using SDKs or accessed as a standalone branded portal.

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