The Rapyd Client Portal is a self-service product that allows developers and merchants to manage the financial information and services that Rapyd provides. Users can quickly view the information they need, generate a useful report, or create a payment. The Client Portal turns complex financial operations into simple tasks.
No-Code Solutions
Rapyd offers a no-code solution to our customers through the Client Portal. The portal is a point-and-click interface with various fields where important information can be entered. Files can be uploaded and downloaded. The Client Portal is a key component for merchants who wish to integrate with Rapyd. The KYB or Know Your Business Form is a required form used to verify a new business working with Rapyd. This form can be completed from the Client Portal.
For developers that wish to integrate with Rapyd via code, they can use the Rapyd API. But the Client Portal is also important to these developers. Your API access key and secret key are securely stored in your Client Portal account, and are needed to make calls via the Rapyd API.
Client Portal Features
The Client Portal has a wide range of features that allows users to interact with Rapyd’s core product offerings: Collect, Disburse, Issuing, and Rapyd Wallets. The first set of features center around viewing financial information. For example, users can view their payments, payouts, or a list of issued cards. Each line item in those lists can be expanded to provide additional details and financial information. The second set of features center around performing financial operations. This can include creating a payment, creating a payment link, creating a payout, creating a beneficiary, issuing a card, or creating a Rapyd Wallet. The third set of features center around file downloads, file uploads, and generating financial reports.
Developers can manage their API Keys, whitelist IP addresses, and manage their webhooks in the sandbox environment under the Developers section of the Client Portal. Users can also rotate their API keys as an added security measure. Other tools are available to use via the Client Portal such as Rapyd Protect. You can use machine learning to flag and block fraudulent transactions.
How Rapyd Can Help You
The Rapyd Client Portal can meet your financial needs because it simplifies the complex. It allows the user to quickly find needed financial information, and streamline tasks like initiating a cross-border payout. The portal provides a central place for all of your financial information, and allows you to manage linked accounts, card disputes, and generate hosted pages to name a few examples. The accurate financial reports allow you to plan for a successful financial future and identify patterns that can be used to boost your business performance. Even repetitive tasks like managing subscriptions become easy when you use the Client Portal. You can create an account here and begin by experimenting in the sandbox environment. The Client Portal represents an opportunity to create a better financial future.