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Client Onboarding Software with Audit Trail (2026) - Page 2

Last updated: April 2026

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31 software options

TrueKYC logo
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Cloud-based KYC solution for small businesses.

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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.

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Access Approve logo
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Cloud-based online trade application software

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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.

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MinervaAI logo
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Risk assessment platform

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Minerva is a risk assessment platform purpose built for anti-money laundering at scale. Minerva unlocks faster investigations, fewer false positives, and a compliance program at half the cost.

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Atfinity logo
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Award-winning no-code platform for process orchestration

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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.

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RIA Productivity Suite logo
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Productivity Suite

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The RIA Productivity Suite from Docupace is a simplified, automated, and digital toolkit that empowers growth, scale, and streamlined operations for advisory firms. It comes with out-of-the-box capabilities and integrations that meet the flexibility needs and simple-delivery requirements of the RIA market, including CRM integration, a robust workflow engine, streamlined new account opening, and secure cloud-based document management.

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Onthen logo
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Centralized onboarding task management platform

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Onthen is an onboarding platform centralizing tasks into a branded page via unique links. It offers customizable workflows, form-based data collection, secure uploads, identity verification, and CRM integrations to sync actions and communications. Features include automated reminders, task-specific comments, and collaboration tools for inviting others and delegating tasks.

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