Portico Demo Days

See Portico in action.

Join our live Product Demo Days to explore CRM, SIS, financial aid software, attendance tracking, payments, clinical management software, and managed financial aid services.

Portico Product Demo Days

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Portico Financial Aid

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 (CRM)

Portico Recruit combines CRM, communications, document management, and automation into a centralized hub for recruiting, admissions, and applications.

Portico Student (SIS)

Portico Student combines recruiting, admissions, academics, and compliance into one unified platform – creating a single source of truth across your institution.

Attendance & Skills

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

Trajecsys Clinical Management simplifies clinical education by bringing attendance, clinical hours, competencies, evaluations, site management, and accreditation reporting together in one platform.

Portico Payments

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

Helping every department work smarter.

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.

For career school leaders

Reduce audit risk across financial aid, attendance, and clinicals.
Get real-time visibility into operations and compliance.
Improve operations without adding headcount.
Standardize processes across campuses and programs.

For educators & admin

Automate manual workflows across teams, programs, and campuses.
Get rid of extra work from manual data entry and system switching.
Maintain complete, audit-ready records without the stress.
Spend more time with students and less time on paperwork.

Portico for Career Education

Frequently Asked Questions

What is Portico?

Portico provides flexible solutions purpose-built for career schools. Grow your institution with a comprehensive set of tools across every team and department, designed to work individually or together.

Portico's suite of software solutions spans nearly every operational area of a career-focused institution:

CRM / Admissions
Student Information System (SIS)
Financial Aid Software
Financial Aid Managed Services
Document Management
Attendance & Skills Tracking
Clinical Management
Payments
Student Interventions / Success

What products does Portico offer?

Portico offers a suite of software and services that support the entire student lifecycle for career-focused institutions, from admissions through graduation, compliance, and student success.

Our products include:

Financial Aid Software – Automate aid processing and stay compliant.
Financial Aid Services – Outsource financial aid with expert, audit-ready support.
Payments – Automated billing with real-time student visibility.
Attendance & Skills – Track student progress with ease.
Interventions – Automate outreach to help students stay on the right path.
Clinical Management – Consolidate student progress, program performance, and accreditation reporting.
CRM (Portico Recruit) – Streamline and automate student communication with Portico Recruit.
SIS (Portico Student) – Centralize student data and enhance reporting in Portico Student.
Document Management – Digitize student records and streamline document workflows.

Portico's solutions can be implemented individually or together as an integrated platform, giving institutions the flexibility to choose the tools they need today while providing a path to a unified student lifecycle management system as they grow.

Who is Portico for?

Portico is built for career education institutions, including nursing, allied health, beauty, wellness, and trade schools.

It supports teams across the institution:

Financial Aid: Directors, officers, and compliance teams managing Title IV funding
Admissions & Enrollment: Teams responsible for recruiting, enrolling, and onboarding students
Student Success & Retention: Advisors and staff supporting student engagement and outcomes
Academic & Clinical Programs: Program directors, coordinators, and faculty managing clinical education
Leadership & Operations: Executives and operations leaders overseeing performance, compliance, and growth

Do we have to use every part of Portico?

No. You can start with the solution that addresses your biggest need, whether that’s financial aid, attendance, clinical management, or another area, and expand over time.

Will Portico work with our existing systems?

Yes. Portico integrates with common systems used by career schools, including SIS, LMS, and Department of Education platforms, helping reduce manual work and improve data accuracy.

APIs are available for systems that don't have a native integration.

How does Portico help with compliance?

Portico standardizes workflows, maintains complete records, and keeps your systems aligned with regulatory requirements, helping your institution stay audit-ready without relying on manual processes.

Will this be hard for our team to adopt?

No. Portico is designed to fit how career schools already operate, with intuitive workflows and a structured onboarding process. Your team gets training, documentation, and ongoing support, so they can transition quickly without disrupting day-to-day operations.

How long does it take to get started?

Implementation timelines vary depending on the solutions you choose, but Portico follows a structured onboarding process with clear milestones, training, and support.

Can Portico support complex programs and multiple campuses?

Yes. Portico is designed for the complexity of career schools, including different program types, delivery models, and multi-campus operations.

What does onboarding look like?

Portico is known for it's customer support, ensuring your software is set up for the unique needs of your institution while your team is comfortable and ready before you go live.

Onboarding looks different for each customer, from small 10 person programs to enterprise, multi-product, multi-campus solutions.

Regardless of your program, institution, or product, Portico works with you to ensure you have the support and training you need.

Real success, real stories.

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.

FINANCIAL AID MANAGEMENT

Faster financial aid
processing, reduce compliance risk.

Portico Financial Aid combines automation, expert services, and compliance support for career schools. Built for clock hour, credit hour, term-based, and hybrid programs.

Select your sessions.