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MoxoClient Portal SoftwarePrice
Published entry price$99+per month
Published entry price$80+per seat / month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Focus
Client Portal Software
Wealth Management Platforms
Product
Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.
Client engagement platform for wealth management on Salesforce.
Headquarters
Cupertino, California
Chicago, Illinois
Company size
51-200 employees
51-200 employees
Plan
Published entry price
Published entry price
Published rate
$99+ / month
$80+ / seat / month
Billable seats
Flat rate
10
Free options
Free plan, Free trial
Source updated
Oct 29, 2026
Oct 29, 2026
Capabilities
Plan capabilities
Integrations
Buyer fit
Best for
Company size
Security and switching
Security reviews
Security and migration
Case studies and sources
Case studies
Customer evidence
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Client Portal Software
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