Instnt

Instnt

instnt
Portico

Portico

Solid Code
Instnt Portico

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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.
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.
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
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
Instnt:

Audience

Companies that need a customer onboarding solution
Portico:

Audience

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

Support

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

Support

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

API

Offers API Not Supported
Portico:

API

Offers API Supported
Instnt:

Screenshots and Videos

Portico:

Screenshots and Videos

No images available
Instnt:

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
Instnt:

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
Instnt:

Training

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

Training

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

Company Information

instnt
United States
www.instnt.org
Portico:

Company Information

Solid Code
Kazakhstan
www.portico.run
Instnt:

Alternatives

Portico:

Alternatives

No Alternatives
Instnt:
Instnt:
Instnt:
FraudLabs Pro

FraudLabs Pro

5.0 out of 5 stars
Instnt:
Portico:
Instnt:

Categories

Portico:

Categories

Instnt:

Integrations

Stripe Not Supported
Zapier Not Supported
Portico:

Integrations

Stripe Supported
Zapier Supported
Instnt:
Claim Instnt and update features and information
Claim Instnt and update features and information
Portico:
Claim Portico and update features and information
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