Copilot vs Moxo
Side-by-side from the Top 11 ranking of The 11 Best Client Portal Software Solutions (2026). Last verified June 26, 2026.
The short answer
Copilot ranks higher on Top 11 (#1 vs #7) for Agencies, consultants, and service businesses sharing files and updates with clients. The best for a premium, fully-branded client experience that looks and feels custom-built.
At a glance
| Copilot | Moxo | |
|---|---|---|
| Top 11 rank | #1 / The 11 Best Client Portal Software Solutions (2026) | #7 / The 11 Best Client Portal Software Solutions (2026) |
| Score (out of 9.4) | 9.2 | 7.9 |
| Best for | Premium, branded client experiences | Secure, high-touch client interactions |
| Pricing | $$ ($39 to $119/mo) | $$$ (Custom Pricing) |
| HQ | New York, USA | Cupertino, USA |
| Founded | 2017 | 2012 |
Copilot
The best for a premium, fully-branded client experience that looks and feels custom-built.
www.copilot.comSee full entry in The 11 Best Client Portal Software Solutions (2026)
Moxo
A secure, workflow-driven portal for regulated industries like finance and legal.
www.moxo.comSee full entry in The 11 Best Client Portal Software Solutions (2026)
Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.