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Top Rated Client Onboarding Software with Letter generation - Page 2

Last updated: May 2026

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29 software options

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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FigsFlow logo

Cloud-based proposal software for accountants and firms

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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.

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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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MinervaAI logo

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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