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Managing Your Payments Business with Rapyd’s Portals

How Rapyd’s portals can be leveraged by partners to manage their merchant portfolio and by merchants to manage their payments.

Every business building on Rapyd needs control and visibility into its payment operations and performance. Rapyd’s portals are the product command centers that enable this – unifying financial operations, compliance, reporting, onboarding, and developer tooling into a single interface that provides the insights and tools needed to manage everything at scale.

The Rapyd Portal Ecosystem

Rapyd’s platform supports a wide range of businesses that include merchants, ISOs, Payfacs, and referral partners. To meet the unique operational needs of each audience, Rapyd developed a dedicated product experience for each. The result is a suite of software environments that empower customers to stay in control. Each of its dedicated portals is purpose-built to keep every stakeholder in control and connected to their payments business.

The following table provides an overview of Rapyd’s Portals:

Portal	Audience	Primary Purpose	App Type	Key Capabilities
Client Portal	Merchants using Rapyd to accept payments, send payouts, or manage multicurrency wallet operations.	Core operational interface for merchants to run day-to-day transaction operations.	Web	Payment initiation and tracking Settlement and payout management Virtual account and wallet management Reporting and reconciliation Dispute handling
Dashboard App		On-the-go visibility into account activity via mobile insights into balances and settlements.	Mobile (iOS and Android)	Lightweight reporting of balances and settlements Multi-account and wallet support Configuring connections to payment terminals
ISO Partner Portal	ISOs, aggregators, resellers, and platform partners who onboard and manage sub-merchants.	Oversight and lifecycle management for partner portfolios.	Web	Lead management Sub-merchant onboarding KYB verification workflows Offer and pricing management Performance reporting and settlement insights
Referral Partner Portal	Referral partners promoting Rapyd’s solutions to merchants.	Lead tracking, referral management, and commission insights.	Web	Referral submission and tracking Referral performance insights

The Role of the Portals in Rapyd’s Product Ecosystem

Rapyd’s portals are designed to give any business that opts for a UI rather than API integration the right tools to operate efficiently. All share the same UI foundation, real-time data, and direct integration with Rapyd’s payment infrastructure.

Client Portal: The Merchant’s Command Center

The Client Portal is the central hub where merchants interact with their payments, cashflow, and reporting. Every feature is built to simplify operations by enabling no-code solutions for money movement.

The Client Portal enables the following:

End-to-end visibility into all transactions – payments, payouts, refunds, and disputes.
Creation and automation of transactions
Financial insights via comprehensive reporting and analytics.
Risk and compliance support with clear status indicators for verification and onboarding requirements.
Seamless configuration via no-code settings.

Partner Portal for ISOs & Payfacs: Portfolio-Level Control

ISO and Payfac partners need more than transaction data. They need oversight. Rapyd’s Partner Portal centralizes merchant onboarding, offer structuring, and performance reporting into a single interface.The Partner Portal enables the following for ISOs and Payfacs:

Lead management to track status of prospective merchants and follow up as needed.
Seamless onboarding via signup links, automated communications, and streamlined KYC/KYB workflows.
Pricing modeling via offering modules that enable partners to set pricing structures.
Portfolio insights via comprehensive reporting and analytics.
Proxy client access that allows partners to access merchant data and perform actions in their portal as needed.

Partner Portal for Referral Partners: Simplified Referral Submission and Tracking

Referral partners don’t need operational controls. Rather, they need visibility into referral status. The Referral Partner Portal enables this visibility through a dedicated UI environment that tracks leads, referral performance, and commissions.

The Partner Portal enables the following for referral partners:

A workflow for submitting and managing merchant referrals
A live pipeline view detailing referral onboarding and KYB status
Performance insights via data on onboarded merchants processing volume

Dashboard App: Business Insights On-The-Go

The Dashboard App gives merchants the ability to stay plugged into their payment activity and financial performance on-the-go. It is not meant to replace the Client Portal, but rather, to complement it with mobile-first visibility.

The Dashboard App enables the following for merchants:

Quick visibility into settlements and balances
Device pairing to connect a payment terminal with a Rapyd Wallet.

How the Portals Work Together

The portals work in harmony despite targeting different audience types. Behind the scenes, all pull from the same Rapyd APIs, infrastructure, and data.

Partners onboard merchants using the same verification infrastructure used by Rapyd to onboard its direct merchants, and can manage their portfolio by gaining visibility into their merchants’ Client Portal view. Referral partners drive new opportunities and track referral performance by tapping into Rapyd’s proprietary performance data. The Dashboard App pulls the same performance data as that of the Client Portal.

Together, the portals deliver Rapyd’s powerful payments capabilities through intuitive, role-specific tools designed to meet each audience’s unique business needs.

Rapyd Team