Portico

Portico

Solid Code
Global RADAR Portico

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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.
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.
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
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
Global RADAR:

Audience

Organizations seeking a compliance, customer diligence, document management, watch list screening, and transaction surveillance solution
Portico:

Audience

Small service businesses (agencies, consultants, bookkeepers, and accountants) that onboard new clients regularly and collect documents, signatures, and deposits.
Global RADAR:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Portico:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Global RADAR:

API

Offers API Not Supported
Portico:

API

Offers API Supported
Global RADAR:

Screenshots and Videos

Portico:

Screenshots and Videos

No images available
Global RADAR:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
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
Global RADAR:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Portico:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Global RADAR:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
Portico:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Global RADAR:

Company Information

Global RADAR
Founded: 2007
United States
www.globalradar.com/about-us/
Portico:

Company Information

Solid Code
Kazakhstan
www.portico.run
Global RADAR:

Alternatives

Portico:

Alternatives

No Alternatives
Global RADAR:
Global RADAR:
Global RADAR:
Global RADAR:
Portico:
Global RADAR:

Categories

Portico:

Categories

Global RADAR:

Integrations

Stripe Not Supported
Zapier Not Supported
Portico:

Integrations

Stripe Supported
Zapier Supported
Global RADAR:
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Claim Global RADAR and update features and information
Portico:
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