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What is idwall?

Boost client conversion rates, enhance user satisfaction, reduce fraudulent activities, and adhere to compliance standards. Our offerings in Background Checks, Document OCR, and Face Matching simplify your workflows, delivering enhanced security and speeding up processes by as much as tenfold. Clients simply submit a photo of their driver's license (CNH) or ID card (RG), and we take care of everything else. Through the application of Optical Character Recognition (OCR), we extract pertinent details from the document image, cross-referencing this data with public databases to ensure accuracy. This entire operation is automated, providing a streamlined onboarding experience that is both quicker and more secure. With our state-of-the-art technology at your disposal, you can concentrate on your primary business objectives while we efficiently oversee the verification processes. Our solutions not only save time but also bolster the overall integrity of your onboarding procedures.

What is Portico?

Portico presents an online solution designed to facilitate the onboarding process for clients in various service sectors, including agencies, consultancies, accounting firms, and bookkeeping services. Teams can craft a tailored onboarding journey and provide clients with a singular link to fill out intake forms, upload required documentation, sign agreements, and process payments through Stripe, all while bypassing the need for an account creation. To boost the likelihood of completion, automated reminders notify clients of any outstanding tasks, and a dashboard allows teams to monitor the onboarding phases for each individual client. Depending on the chosen subscription tier, Portico offers a suite of features such as electronic signatures, payment processing, customizable branding options, a dedicated client portal, workflow automation, a REST API, integration capabilities with Zapier, and opportunities for white-label branding. The core objective is to simplify the gathering of client data and documentation, streamline agreement and payment transactions, and efficiently track onboarding progress through a cohesive workflow. By providing these comprehensive tools, Portico not only aims to improve operational efficiency for service providers but also seeks to elevate the overall experience of client onboarding, creating a smoother transition for new clients into their services. As a result, businesses can focus more on delivering quality services rather than getting bogged down with administration tasks.

Media

Media

No images available

Integrations Supported

Abstra
Pismo

Integrations Supported

Stripe
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$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
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

idwall

Date Founded

2016

Company Location

Brazil

Company Website

idwall.co/en/

Company Facts

Organization Name

Solid Code

Company Location

Kazakhstan

Company Website

www.portico.run

Categories and Features

Customer Onboarding

Not specified

Fraud Detection

Not specified

Identity Verification

Not specified

Categories and Features

Customer Onboarding

Not specified

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Popular Alternatives

No Alternatives
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