Portal vs. iPEGS Comparison Chart

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

The board portal platform and collaboration solution for boards and senior executives. Learn how Nasdaq Boardvantage helps make board processes paperless and can reduce meeting preparation from hours to minutes. Create single or multi-day meetings in seconds, add details, attach files, track board member attendance, and initiate remote meetings. Protect information with encryption and multiple layers of defense to protect the confidentiality, integrity, and availability of data. Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts, approvals, signatures, unanimous written consents, and more. Manage collaboration with notifications, annotations, unanimous consent votes, e-signatures, and in-app email with added security. Available on any device, desktop, tablet or smartphone, anytime, anywhere with seamless online/offline auto sync.

Moxo is a Service Orchestration Platform that drives service delivery across industries such as financial services, consulting, legal, healthcare, real estate, and more. Trusted by institutions like Citibank, Savills, and BNP Paribas, Moxo’s bank-grade security and collaborative workflows enables seamless business processes by providing a collaborative workflow solution for managing client, vendor, and partner interactions, Moxo empowers businesses to consolidate complex, multi-party workflows into a single, secure digital workspace. The platform’s innovative Moxo Flow streamlines client onboarding, document collection, account servicing, and exception handling, among other key processes. With native actions including digital signatures, file requests, and real-time collaboration, businesses can customize workflow templates to personalize high-touch service experiences while maintaining operational efficiency. Founded by Subrah Iyar (WebEx) and Stanley Huang.

Axero is an award-winning intranet and employee experience platform. Hundreds of companies use Axero to communicate, collaborate, manage tasks, organize content and develop their company culture. Down with legacy intranets and document dumping grounds that are difficult to update and impossible to maintain. Our unified suite makes it easier than ever to launch modern intranets, employee hubs, enterprise portals & more. Connect your workforce in one integrated platform. Why Axero? We deliver an unmatched client experience. Your success is why we come to work every day. We have high standards and believe in providing the most valuable and pleasant experiences for our clients. Since our founding, Axero has led constant innovation in intranets, digital workplaces, and client services. Our professional services give you direct access to that expertise, to help you hit your goals and transform your business.

MyHub is a revolutionary cloud-based intranet solution that provides business various manuals and tools to streamline workflow. Built to be mobile, MyHub offers users the ability to connect and collaborate with entire teams or just a couple of members. With a combo of in-app options to have email, social media, and the tools needed to be efficient, projects move smoother through any processes you design. Admins can give their users the ability to Manage Content, a Discussion Board, File-Cloud-Sharing, and more.

Rierino is a next-generation technology developer that leverages low-code/no-code, composable commerce, and embedded intelligence capabilities to allow organizations to rapidly and easily shape their technology. Rierino Commerce platform is a smart headless backend for high-growth commerce designed to support infinite flexibility & scale. With various modules such as product information management (PIM), pricing & promos, search, content (CMS), and journey management, it has a highly extensible structure allowing users to easily add or customize modules through simple configurations. Rierino Core is a smart microservice development platform for digital enterprises targeting the rapid creation of custom solutions. From retail to finance, insurance, telecoms, and government entities, it enables various sectors to accelerate time to innovation across different domains.

Twilio Segment’s Customer Data Platform (CDP) provides companies with the data foundation that they need to put their customers at the heart of every decision. Per IDC, it’s the #1 CDP in worldwide market share four years in a row (2019-2022). Using Twilio Segment, companies can collect, unify and route their customer data into any system where it’s needed to better understand their customers and create seamless, compelling experiences in real-time. Over 25,000 companies use Twilio Segment to make real-time decisions, accelerate growth and deliver world-class customer experiences.

FAMCare is powerful, cloud-based case management software for human services agencies who are looking to manage cases faster and make data analysis and reporting simpler to allow you to help more clients. FAMCare automates casework with flexible workflow tools and queued to-do lists, so nobody falls through the cracks. Powerful pivot table data reporting makes looking at data easy and fun and makes quarterly and annual reporting simple. Includes modules for workflow, new form creation, billing, portals and much more.

Triple Whale lets you easily manage and automate analytics, attribution, merchandising, forecasting and more—in the palm of your hand. We simplify, inform & save you time! No need to flip between tabs & apps. We integrate ecommerce & marketing data from all your favorite tools: TikTok, Facebook, Google, and more. Triple Whale lets you: - Trust your attribution data to make better decisions. - Seamlessly gain insight into what is and isn't working - Forecast & track your most crucial DTC metrics - Track and visualize your customer journeys across channels - Easily determine top performing creatives and themes - Gain data insights from our AI with anomaly detection and recommendations We’re building AI to help you reduce errors and operate better across all your tools. Run your entire Shopify store from a dashboard in your pocket.

ThoughtFarmer is a leading provider of intranet software that brings people, teams, and ideas together. Used by organizations around the world, ThoughtFarmer is designed to streamline internal communication, facilitate knowledge management, and encourage collaboration across geographical distances. ThoughtFarmer excels at engaging distributed employees. Featuring integrations to critical business software such as Slack, Microsoft, and Google, ThoughtFarmer keeps your remote workforce connected and productive with up-to-the-minute information, collaborative online spaces, and a place where your company can thrive.