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Client Onboarding
Page 3

Client Onboarding Software with Alerts/Notifications (2026) - Page 3

Last updated: April 2026

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Sponsored

TaskRay

4.4

(20)

5

10

4

8

3

1

2

1

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Customer Onboarding Success in Salesforce

TaskRay is the modern project management app for you and your team. Use it to quickly track, manage and communicate your work. Drag-and-drop actions, Chatter conversation and a beautiful, clean interface make project management in Salesforce awesome.

Read more about TaskRay

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Moxo

4.0

(24)

5

8

4

11

3

4

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Streamline service orchestration processes for customers.

Moxo simplifies client onboarding with customizable workflows for document collection, account setup, and approvals. Its collaborative tools ensure a smooth, secure, and efficient onboarding experience, enhancing client satisfaction from the start.

Read more about Moxo

Users also considered

Factor Avenue

(0)

AI invoice platform for factoring companies

Factor Avenue is a cloud-based invoice factoring software that automates client onboarding, invoice verification, risk scoring, and funding processes for factoring companies. The platform includes features for reserve and escrow management, collections tracking, cash posting, and configurable pricing engines for fees and interest calculations. It offers role-based permissions, audit logs, and secure portals for clients, debtors, and partners to submit invoices and track funding status.

Read more about Factor Avenue

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Prime MDM

(0)

Customer MDM, but smarter - enabled by AI/ML

PrimeMDM is a real-time, light-weight Customer Master Data Management platform. It offers AI/ML-based entity resolution, deduplication, and 360° customer view. It’s the engine that made straight through processing an industry standard.

Read more about Prime MDM

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Client Dispute Manager

(0)

Credit repair software for credit repair firms

Client Dispute Manager is a credit repair software that helps businesses analyze credit reports, generate dispute letters, and automate client communication. It offers an AI dispute engine, customizable dispute templates, client portals, and tools to capture leads.

Read more about Client Dispute Manager

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RIA Productivity Suite

(0)

Productivity Suite

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.

Read more about RIA Productivity Suite

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Walnut.io

(0)

Sales experience platform for B2B teams

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

Read more about Walnut.io

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Access Approve

(0)

Cloud-based online trade application software

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

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OnboardX

(0)

Third-party Onboarding and Due Diligence Platform

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

Onthen

(0)

Centralized onboarding task management platform

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.

Read more about Onthen

Users also considered

Lokulus

(0)

Your AI workflow automation partner

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

MinervaAI

(0)

Risk assessment platform

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.

Read more about MinervaAI

Users also considered

FigsFlow

(0)

Cloud-based proposal software for accountants and firms

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

Atfinity

(0)

Award-winning no-code platform for process orchestration

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

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Ascendr

(0)

SaaS Customer onboarding platform

SaaS Customer onboarding platform

Read more about Ascendr

Users also considered

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