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Top Rated Client Onboarding Software with Form builder - Page 2

Last updated: May 2026

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28 software options

Mako Fintech logo

Wealth management software

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

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Atfinity logo

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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ApplyEasy logo

Customer onboarding solution for B2B businesses

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ApplyEasy streamlines customer onboarding in a secure online portal.

Pre-fill online forms, electronic signatures, and built in data integration to Australian Business Register, ASIC database, and CreditorWatch's credit bureau, due diligence tasks can be automated to complete onboarding faster.

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