getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Client Onboarding Software with Activity Tracking (2026) - Page 3

Last updated: March 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

58 software options

OnboardX logo
(0)

Third-party Onboarding and Due Diligence Platform

learn more
End-to-end TPRM and onboarding platform powered by 150 checks, integration with leading ERPs and CRMs. With multi-channel initiation, AI-enabled data intelligence capabilities to interactive dashboards, OnboardX provides comprehensive risk assessment reports of all third parties.

Read more about OnboardX

Users also considered
Mako Fintech logo
(0)

Wealth management software

learn more
Mako Fintech is a wealth management technology that automates manual administration by replacing heavy and long administrative paper processes with digital ones.

Read more about Mako Fintech

Users also considered
Walnut.io logo
(0)

Sales experience platform for B2B teams

learn more
Walnut is a sales experience platform that helps B2B sales teams create interactive and customized product demos.

Read more about Walnut.io

Users also considered
TrueKYC logo
(0)

Cloud-based KYC solution for small businesses.

learn more
TrueKYC streamlines client onboarding with secure digital links, customizable forms, and instant approvals. Collect IDs, addresses, or business details directly from customers and reduce delays, errors, and friction in your process.

Read more about TrueKYC

Users also considered
Atfinity logo
(0)

Award-winning no-code platform for process orchestration

learn more
An award-winning no-code platform for financial institutions, enabling rapid customisation of client processes, ensuring agility in response to changing needs and regulations. Seamless integration with core banking systems facilitates a smooth data flow and efficient KYC/KYB/AM compliance checks.

Read more about Atfinity

Users also considered
Lokulus logo
(0)

Your AI workflow automation partner

learn more
Lokulus' AI-driven workflow automation platform delivers cost effective and personalised customer experiences. The workflows intelligently manage, prioritise and respond to endless customer queries. If it can’t be resolved through automation, it will escalate to the right person.

Read more about Lokulus

Users also considered
FigsFlow logo
(0)

Cloud-based proposal software for accountants and firms

learn more
FigsFlow is a cloud-based accounting proposal software designed for all types of accountancy practices, such as individual accountants or multi-partner accountancy firms that simplifies the process of creating proposals, generating regulatory-compliant engagement letters, and setting consistent pricing for services.

Read more about FigsFlow

Users also considered
Access Approve logo
(0)

Cloud-based online trade application software

learn more
Access Approve provides businesses and their customers a seamless onboarding process. The tool enables users to efficiently receive, assess and approve trade credit applications online.

Read more about Access Approve

Users also considered