To be where we are today... we would have had to hire 3 people. It was a very smooth transition and admissions reps immediately saw the benefit. It was a breath of fresh air.
September 9, 2026 at 1 PM ET / 10 AM PT
See how Portico FA CORE has been updated to support institutions under OBBBA. This session will cover the latest product changes, including automated packaging, updated loan limits, grandfathering logic, and workflows built for career-school financial aid teams.
From recruitment to job placement, Portico's suite of software tools support the entire student lifecycle.
Bringing together four established EdTech leaders, Campus Ivy, CourseKey, Verity IQ, and Trajecsys, Portico provides a student information system (SIS), CRM, financial aid, attendance, payments, and clinical management software, and managed financial aid services.
Built specifically for career schools, Portico Financial Aid supports all academic models, stays current with regulations, and connects seamlessly to your SIS and CRM with automated workflows that handle ISIR imports, verification, packaging, and disbursement without manual re-entry.
Portico Recruit combines CRM, communications, document management, and automation into a centralized hub for recruiting, admissions, and applications.
Portico Student combines recruiting, admissions, academics, and compliance into one unified platform – creating a single source of truth across your institution.
Attendance & Skills helps institutions track attendance, competencies, hands-on skills, and required hours in real time through a mobile-friendly app, giving staff visibility into student progress while helping students stay on track across learning environments.
Trajecsys Clinical Management simplifies clinical education by bringing attendance, clinical hours, competencies, evaluations, site management, and accreditation reporting together in one platform.
Portico Payments makes it easy for students to pay and for staff to manage accounts receivable with automated reminders, flexible payment options, real-time payment tracking, and seamless integration with other Portico products.
Designed for career-focused institutions
Admissions
Portico helps your admissions team convert more leads, streamline processes, and hit enrollment targets with less friction.
Financial Aid
Portico helps financial aid teams work faster, reduce risk, and support students with fewer manual steps and headaches.
Student Success
Portico gives you the tools to track progress, engage students where they are, and step in with support at the right time.
Enterprise
Portico helps career schools replace patchwork systems with a single platform that unifies people, data, and processes.
To be where we are today... we would have had to hire 3 people. It was a very smooth transition and admissions reps immediately saw the benefit. It was a breath of fresh air.
The tool is great. It's very intuitive, user-friendly, and most importantly, it allows for automation in almost every step in financial aid processing.
Portico is a partner for leaders looking to streamline their schools and improve their student life.
Portico has just been so effective, efficient, and just easy to navigate for students and instructors. I am able to focus more on my students, and I don’t have to worry about any of the time or attendance.
Portico has allowed us to eliminate human intervention and align with students on a daily basis.
I know where my students are and if they’re on pace. I know if they’re falling off pace I actually have the time to have a conversation with them because I’m not so busy tracking their information.
We used to have to show our auditors inches and inches of paper. In our most recent VA audit, they gave us kudos for having a system that would timestamp everyone down to the minute.
Portico creates a different level of accountability for students because now there’s no budging or arguing, it is what it is, and you can see that there’s no guesswork for anyone. It has been a game changer for the students.
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