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Client Onboarding Software with Onboarding (2026) - Page 4

Last updated: March 2026

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86 software options

Compass logo
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Navigate success with AI-powered guidance.

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Compass is an AI-powered digital adoption and user assistance platform that helps businesses streamline onboarding, boost productivity, and enhance user experience. It enables the creation of walkthroughs, knowledge articles, and documents, seamlessly integrated into applications to guide employees and customers through complex processes. Compass also features an intelligent chatbot that uses insights from its content to provide instant, accurate assistance to users.

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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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Client Dispute Manager logo
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Credit repair software for credit repair firms

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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.

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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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WealthSphere logo
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Wealth management solution for entity compliance/financials

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WealthSphere streamlines digital client onboarding with automated KYC, AML, and CDD processes. Our platform supports secure document uploads, digital ID verification, and real-time compliance checks, ensuring efficient onboarding while maintaining data integrity and regulatory compliance.

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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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Flows logo
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Product adoption platform to streamline user onboarding

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Flows is a fully customizable product adoption platform for modern companies building onboarding and user engagement experiences.

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FigsFlow logo
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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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Factor Avenue logo
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AI invoice platform for factoring companies

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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.

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FitPros logo

Workout plans and client management for trainers

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FitPros is personal trainer software that helps fitness professionals create workout programs and manage clients. It features a workout builder with an exercise library of over 1,000 exercises with HD videos, client management tools for tracking progress, and mobile apps for iOS and Android. FitPros includes online coaching, custom forms and surveys, and an AI-powered website builder for professional fitness websites.

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