Pricing
Pay for the number of clients you onboard, not the number of people on your team. Start free, upgrade when you're ready.
Try Portico with up to 3 onboardings per month. No credit card required.
Billed annually — save 26%
For growing firms that need e-signatures, payments, and branding.
Billed annually — save 25%
For agencies and firms that need integrations, portal, and advanced workflows.
Billed annually — save 20%
For established firms that need white-label, unlimited scale, and priority support.
Every plan starts with a 14-day Pro trial and no credit card. Upgrade, downgrade, or cancel anytime — when the trial ends you keep a permanent Free plan, and your data stays yours.
The Free plan costs $0 per month, forever. It includes 3 onboardings per month, unlimited team members, a form builder with conditional logic, file collection, e-signatures, automated email reminders, and magic-link client access. No credit card is required.
The Starter plan costs $39 per month, or $29 per month billed annually. It adds 25 onboardings per month, Stripe payment collection, custom branding with your logo and colors, a persistent client portal, consent collection, and webhooks.
The Pro plan costs $79 per month, or $59 per month billed annually. It adds 100 onboardings per month, SMS reminders, Zapier, REST API access, automations, field translations, and compliance tools for retention, export, and erasure.
The Business plan costs $149 per month, or $119 per month billed annually. It adds unlimited onboardings, a white-label client portal on your own custom domain, custom CSS, and priority support.
Every paid plan includes unlimited team members. You pay for the number of clients you onboard, not the number of people on your team, and Portico takes no cut of the payments you collect.
14-day Pro trial. Downgrade to Free anytime.
Start FreeNo credit card required. Cancel anytime.