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Related Products
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Instnt:
About
We get it, the fraud and friction that happens when businesses need to onboard new good online customers is rough, confusing, and a total headache. That’s why we created Instnt, a managed online customer onboarding service that drives top-line revenue growth and reduces bottom-line costs with a reliable and hassle-free process, full flexibility, and the most committed partnership—so you don’t have to worry about fraud ever again. Instnt’s fully managed acceptance platform allows businesses to provide a frictionless customer experience, enabling them to quickly verify, accept, and onboard more new online customers without fraud loss or compliance issues. It's a new solution to help your business immediately reduce operational costs and grow revenues by employing fully-integrated and automated AI technology purpose-built to frictionlessly let more good customers open new account without fraud losses.
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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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Instnt:
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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Instnt:
Audience
Companies that need a customer onboarding 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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Instnt:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Portico:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Instnt:
API
Offers API
Not Supported
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Portico:
API
Offers API
Supported
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Instnt:
Screenshots and Videos |
Portico:
Screenshots and VideosNo images available
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Instnt:
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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Instnt:
Reviews/
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Portico:
Reviews/
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Instnt:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Portico:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Instnt:
Company Informationinstnt
United States
www.instnt.org
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Portico:
Company InformationSolid Code
Kazakhstan
www.portico.run
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Instnt:
Alternatives |
Portico:
AlternativesNo Alternatives
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Instnt:
Categories |
Portico:
Categories |
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Instnt:
Integrations
Stripe
Not Supported
Zapier
Not Supported
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Instnt:
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Portico:
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