MoxoVerified

Client Portal Software moxo.com

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Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.

Pricing

From $99 / mo

Founded

2012

Team size

51-200 employees

Headquarters

Cupertino, CA

Product Preview

Preview from moxo.com

At a glance

Best for

Financial Advisors

Pricing model

Tiered plans

Try before you buy

Free trialFree plan

Integrates with

Third party integrationsWebhooksREST APIsMCP (Model Context Protocol)SAML SSO

Security

SOC 2GDPR

About Moxo

Moxo (formerly Moxtra) is a client-interaction and business-orchestration platform that gives companies branded client portals to manage onboarding, document collection, approvals, e-signatures, messaging and project workflows in one place. It targets financial services, professional services and B2B firms coordinating multi-step client work. Pricing is tiered by plan and active-user count with a free entry tier.

What Client Portal Software costs

Bars compare cost per year. 7 of 9 products here publish a price.

Buyer Fit & Positioning

Procurement & Fit

Structured facts from the vendor to help your security, finance, and procurement reviews move faster.

Trust

Security & compliance

SOC 2GDPR

SLA uptime target: Not specified

Security review turnaround: Not specified

DPA available: Not specified

Pricing

Commercial model

Pricing model: Tiered plans

Free trial: Yes

Free plan: Yes

Contract minimum: Not specified

Procurement

Purchasing & legal

The vendor hasn’t added purchasing & legal details yet.

Fit

Best-fit company size

Company-size fit has not been specified yet.

Implementation & Procurement

Commercial Fit & Ecosystem

Proof, Outcomes & Momentum

Alternatives, Migration & Buyer Objections

Buy through Cubbie

Moxo

Moxo doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.

Want a negotiated price? Request a quote for Moxo and Cubbie routes it to the vendor and our procurement team.

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