PorticoSolid Code
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Related Products
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Global RADAR:
About
Our innovative, customizable application and dedicated support team make us the premier solution to address operational and compliance requirements. Global RADAR is the leader in client onboarding, customer due diligence and transaction surveillance. We make it easier to open accounts in a secure digital environment while ensuring compliance with global regulatory requirements and leverage sophisticated analytics to ensure suitability of clients profiles. Global RADAR is built on four solid pillars of compliance, customer due diligence, document management, watch list screening, and transaction surveillance.
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Portico:
About
Portico is a web-based client onboarding platform for service businesses, including agencies, consultancies, accountants and bookkeepers. Teams create a reusable onboarding flow and send clients a single link to complete intake questions, upload files, sign an agreement and pay through Stripe. Clients do not need to create an account to complete the flow. Automated reminders prompt clients to finish outstanding steps, while a dashboard lets the team track each onboarding. Depending on the plan, Portico includes e-signatures, payment collection, branding, a client portal, workflow automations, a REST API, Zapier connectivity and white-label options. It is designed to help service providers collect information and documents, manage agreement and payment steps, and monitor onboarding progress in one workflow.
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Global RADAR:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Portico:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Global RADAR:
Audience
Organizations seeking a compliance, customer diligence, document management, watch list screening, and transaction surveillance solution
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Portico:
Audience
Small service businesses (agencies, consultants, bookkeepers, and accountants) that onboard new clients regularly and collect documents, signatures, and deposits.
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Global RADAR:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Portico:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Global RADAR:
API
Offers API
Not Supported
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Portico:
API
Offers API
Supported
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Global RADAR:
Screenshots and Videos |
Portico:
Screenshots and VideosNo images available
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Global RADAR:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Portico:
Pricing
$39/month
Free includes up to 3 onboardings and 3 e-signatures per month. Starter costs $39/month or $29/month billed annually and includes 25 onboardings per month, unlimited e-signatures, payment collection, client portal access, custom branding, and webhooks. Pro costs $79/month or $59/month billed annually and includes 100 onboardings per month, API access, Zapier, automations, and 100 SMS reminders per month. Business costs $149/month or $119/month billed annually and includes unlimited onboardings, API access, Zapier, automations, and 500 SMS reminders per month. New accounts receive a 14-day Pro trial with no credit card required. Prices exclude applicable taxes.
Free Version
Supported
Free Trial
Supported
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Global RADAR:
Reviews/
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Portico:
Reviews/
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Global RADAR:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Portico:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Global RADAR:
Company InformationGlobal RADAR
Founded: 2007
United States
www.globalradar.com/about-us/
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Portico:
Company InformationSolid Code
Kazakhstan
www.portico.run
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Global RADAR:
Alternatives |
Portico:
AlternativesNo Alternatives
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Global RADAR:
Categories |
Portico:
Categories |
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Global RADAR:
Integrations
Stripe
Not Supported
Zapier
Not Supported
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Portico: | |||||
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Global RADAR:
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Portico:
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