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description: Page 4 - Discover the best Client Onboarding Software for your organisation. Compare top Client Onboarding Software tools with customer reviews, pricing and free demos.
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title: Page 4 - Best Client Onboarding Software - 2026 Reviews, Pricing & Demos
---

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# Client Onboarding Software

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## Products

1. [SankeyJourney](https://www.softwareadvice.com.au/software/407740/sankeyjourney) (0 reviews) — SankeyJourney is a powerful tool designed for customer journey analysis. It provides an online platform that allows u...
2. [Lokulus](https://www.softwareadvice.com.au/software/443223/lokulus) (0 reviews) — Lokulus is an AI-enabled workflow automation solution that helps transform the way businesses interact with customers...
3. [WealthSphere](https://www.softwareadvice.com.au/software/519853/WealthSphere) (0 reviews) — WealthSphere is a wealth management software that combines multiple client management modules, such as the customer r...
4. [Compass](https://www.softwareadvice.com.au/software/523485/Compass) (0 reviews) — Compass is a digital adoption and user assistance platform. It helps organizations streamline their employee and cust...
5. [TrueKYC](https://www.softwareadvice.com.au/software/525466/TrueKYC) (0 reviews) — TrueKYC is a web-based solution designed to simplify the KYC (Know Your Customer) and KYB (Know Your Business) verifi...
6. [Prime MDM](https://www.softwareadvice.com.au/software/527276/Prime-MDM) (0 reviews) — PrimeMDM: the smarter way to know your customer If you're tired of inconsistent customer records, redundant data, and...
7. [FigsFlow](https://www.softwareadvice.com.au/software/526267/FigsFlow) (0 reviews) — FigsFlow is a proposal, pricing, and engagement letter solution designed for accountancy, tax advisory and bookkeepin...
8. [Flows](https://www.softwareadvice.com.au/software/529401/Flows) (0 reviews) — Flows is a customizable platform designed to help businesses create onboarding and user engagement experiences. It su...
9. [Agree\&Sign](https://www.softwareadvice.com.au/software/370931/agreeandsign) (0 reviews) — The Agree\&Sign platform streamlines and speeds up intricate, multi-step approval procedures. Incorporated online ...
10. [OnboardX](https://www.softwareadvice.com.au/software/450457/OnboardX) (0 reviews) — OnboardX is a third-party onboarding and risk management platform. It helps businesses streamline their vendor, suppl...
11. [MinervaAI](https://www.softwareadvice.com.au/software/364271/minervaai) (0 reviews) — Minerva serves as a risk assessment platform specifically created for anti-money laundering operations on a large sca...
12. [Factor Avenue](https://www.softwareadvice.com.au/software/541594/Factor-Avenue) (0 reviews) — Factor Avenue is an AI-powered invoice factoring software designed to streamline operations for factoring companies. ...
13. [Onthen](https://www.softwareadvice.com.au/software/542254/Onthen) (0 reviews) — Onthen is an onboarding management platform designed to consolidate client onboarding tasks into a single, branded ta...
14. [GoLiveFlow](https://www.softwareadvice.com.au/software/550387/GoLiveFlow) (0 reviews) — GoLiveFlow is an implementation management platform designed to support SaaS teams in coordinating and streamlining c...

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## Related Categories

- [Presentation Software](https://www.softwareadvice.com.au/directory/4193/presentation/software)
- [Demo Software](https://www.softwareadvice.com.au/directory/4530/demo/software)
- [Sales Enablement Software](https://www.softwareadvice.com.au/directory/595/sales-enablement/software)
- [Document Management Software](https://www.softwareadvice.com.au/directory/722/document-management/software)
- [UX Software](https://www.softwareadvice.com.au/directory/4258/ux/software)

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Users upload their data in CSV format, which is then processed by the platform's algorithms to generate the diagrams. The diagrams generated are interactive and highly informative, displaying the journey that a customer takes within an app or website, including the steps involved and the paths are taken.\n\nOne of the main benefits of SankeyJourney is that it offers a highly intuitive and user-friendly interface, allowing users to interact with the diagrams quickly and easily. Users can edit the diagrams using a simple set of tools available on the right-hand side of the screen. These tools allow users to customize the diagrams based on their requirements, enabling them to adjust the number of steps displayed, filter events, group events, specify session duration, and highlight paths by clicking on nodes and segments.\n\nAnother significant benefit of SankeyJourney is its ability to help users clean up their data by grouping redundant events or looping events. Grouping events can help users discover patterns in their customers' journeys and reduce redundancies. For example, events such as Premium_opened, Premium_tapOnPurchase, and Premium_tapOnCancel can be grouped into a single Premium_event, making the diagram less cluttered and more informative. Looping events is another feature that allows users to group successive events as one event. This feature can help remove redundancies in the data, such as when a user triggers the same event multiple times in a row.\n\nThe platform also provides a highly customizable color palette that allows users to customize the color of the diagrams to match their brand. Users can choose from a wide range of colors, making it easy to match their app or website's branding.\n\nSankeyJourney's session-level analysis feature allows users to focus on a specific session, displaying the journey a customer takes within that session. This feature is highly useful for identifying patterns and trends within a single session, which can help users identify areas of improvement and optimize their app or website's user experience.\n\nSankeyJourney's interactive nature allows users to interact with the diagrams in real time, highlighting specific paths or nodes by clicking on them. This feature enables users to drill down into the data and focus on specific parts of the journey, making it easier to identify areas that need improvement.\n\nIn conclusion, SankeyJourney is a highly powerful tool designed to help users analyze their customers' journeys within their app or website. Its customizable nature, and user-friendly interface makes it easy for users to upload their data and create interactive diagrams that provide valuable insights into their customers' journeys. With its wide range of features, including filtering, grouping, and session-level analysis, SankeyJourney is an essential tool for anyone looking to optimize their app or website's user experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/29b65c86-5a24-41a3-8313-5248c9c877e9.png","url":"https://www.softwareadvice.com.au/software/407740/sankeyjourney","@type":"ListItem"},{"name":"Lokulus","position":2,"description":"Lokulus is an AI-enabled workflow automation solution that helps transform the way businesses interact with customers delivering exceptional experiences for both customers and teams. The platform empowers organizations to manage and adapt automated workflows. \n\nLokulus’ configurable low code platform facilitates integration with existing systems, ensuring that teams feel empowered to manage and adapt automated workflows as per the organization's needs. Its reporting suite provides users with in-depth operation analysis and valuable insights into customer service performance. It also integrates with Business Intelligence (BI) tools, such as PowerBI and Tableau.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/14587641-2598-4764-a59b-7cf6397c07fa.jpeg","url":"https://www.softwareadvice.com.au/software/443223/lokulus","@type":"ListItem"},{"name":"WealthSphere","position":3,"description":"WealthSphere is a wealth management software that combines multiple client management modules, such as the customer relationship management (CRM) system, entity administration, document management, accounting, asset management, compliance workflows, billing, fund administration and customer portals. \n\nDesigned to streamline operations for trust, corporate and family office service providers, WealthSphere serves as a centralized platform and offers on-premises and cloud-hosted deployment options.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/414a25bc-6fb7-44cb-9926-d98e4ded0dcc.png","url":"https://www.softwareadvice.com.au/software/519853/WealthSphere","@type":"ListItem"},{"name":"Compass","position":4,"description":"Compass is a digital adoption and user assistance platform. It helps organizations streamline their employee and customer experiences. The platform caters to a range of industries. This includes software companies looking to improve user onboarding and productivity. It also includes financial institutions aiming to enhance their customer experience.\n\nCompass offers several key features. Its AI-powered chatbot provides instant and accurate assistance to users. The chatbot leverages insights from the platform's interactive walkthroughs, knowledge articles, and document library. The interactive walkthroughs guide teams through complex procedures. This ensures consistency and reduces errors. Compass also enables users to build an extensive knowledge base. This caters to both internal teams and customers with comprehensive resources and self-help options.\n\nAdditionally, Compass tracks user behavior. It provides valuable analytics and insights. This helps organizations optimize their training and improve software adoption and user productivity. With its intuitive interface and robust functionality, Compass simplifies the process of delivering exceptional digital experiences.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/607c18c8-815f-418b-9cf5-7ee15ad964f3.png","url":"https://www.softwareadvice.com.au/software/523485/Compass","@type":"ListItem"},{"name":"TrueKYC","position":5,"description":"TrueKYC is a web-based solution designed to simplify the KYC (Know Your Customer) and KYB (Know Your Business) verification and onboarding process. The platform offers features tailored to meet the compliance needs of various industries, such as finance, cryptocurrency and legal services. Key features include customer onboarding, remote identity verification, QR code verification, transaction monitoring and more. TrueKYC provides comprehensive transaction monitoring, allowing businesses to record and monitor customer transactions to ensure compliance and mitigate risks. Additionally, it also offers customizable verification levels, enabling businesses to set up different requirements based on their size and industry.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d4f06c21-8dd5-42cc-9189-c463c2db02e0.png","url":"https://www.softwareadvice.com.au/software/525466/TrueKYC","@type":"ListItem"},{"name":"Prime MDM","position":6,"description":"PrimeMDM: the smarter way to know your customer\n\nIf you're tired of inconsistent customer records, redundant data, and slow onboarding workflows, you're not alone. Most enterprises today are drowning in fragmented customer information spread across CRMs, loan origination systems, analytics platforms, and marketing tools.\nPrimeMDM changes that story, instantly.\nThis cloud-native Customer Master Data Management platform is built for speed, precision, and security. It helps organizations consolidate customer data across departments and systems to create a unified, trustworthy view of every customer, also known as the \"golden record\" or single source of truth.\nUnlike traditional MDMs, PrimeMDM uses privacy-enhancing encryption and federated architecture—meaning sensitive data never leaves its geo-server. Plus, its mathematical matching model (based on number theory and set theory) ensures 99.5% accuracy.\nIt comes with the most powerful entity resolution engine offering fewest false negatives and very high throughput because the ML model is trained on 5 billion customer data.\n \nWho It's For\nBanks and NBFCs looking to streamline onboarding, prevent fraud, and comply with KYC/AML\nInsurance providers aiming for better risk segmentation and personalization\n Retail enterprises wanting 360° customer intelligence for cross-sell/up-sell\nGovernment bodies ensuring identity integrity for service delivery\nData and IT leaders managing multi-source integration and compliance mandates\nPrimeMDM is built for clean, connected, and compliant customer data. from the ground up.\nData cleaning & standardization: Intelligently parses, cleanses, and standardizes key fields like names and addresses, ensuring every record is accurate, validated, and ready for downstream use.\nData quality assessment & enrichment: Proprietary, advanced dictionaries and configurable rule sets identify and correct incomplete or inaccurate information across critical fields with 99.5% accuracy.\nDeduplication & Record Linkage: Link and deduplicate records, even in the absence of common identifiers like PAN or SSN, by analyzing multiple data points for a complete, accurate, single view of every customer.\nCustomer 360° View: Connect data across products, channels, and touchpoints to deliver a comprehensive customer 360 for personalization, onboarding, cross-sell, and risk management\nGolden Records: One customer. One truth. Always. Automatically create and maintain a golden record: a single, most accurate version of each customer profile.\nData Graphs & Visualization: Go beyond records. See hidden relationships and risk exposure with graph-based views on how customers, accounts, and entities are interconnected.\n\nUse Cases\nInstant Credit Decisions with real-time identity resolution\nCross-Sell & Up-Sell based on unified product relationship visibility\nFraud Detection via golden records and network analysis\nAML/Watchlist Compliance using built-in global list matching\n\nWhy It’s Different\nReal-Time Engine: Say goodbye to overnight batch processing. PrimeMDM does it live.\nAccuracy First: Fewest false positives means better trust in your data\nFastest Time to Value: Start seeing results in weeks, not years\nFlexible & Scalable: From 10K records to 1B+, PrimeMDM adapts as you grow\nIntegration & Support\nWorks with your existing tech stack: Salesforce, Oracle, SAP, Microsoft Dynamics, and more. It’s easy to connect via APIs, flat files, or direct DB connectors. 3 months go-live with enterprise-grade onboarding support. Full documentation, training, and 24/7 SLA-backed support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4f7811d-9031-4ba9-ae8a-24e88e2460ae.png","url":"https://www.softwareadvice.com.au/software/527276/Prime-MDM","@type":"ListItem"},{"name":"FigsFlow","position":7,"description":"FigsFlow is a proposal, pricing, and engagement letter solution designed for accountancy, tax advisory and bookkeeping firms. The platform streamlines the client onboarding process by providing several pre-built templates for accounting services, regulatory-compliant engagement letters, professional proposals and an advanced pricing calculator. \n\nThe tool enables accounting professionals to generate tailored proposals with full-service descriptions, scope and more, while also creating engagement letters that comply with the standards of major accountancy bodies including ACCA, ICAEW, CIOT, CIMA, ATT and AAT.\n\nThe system features an integrated customer relationship management tool that helps firms manage leads and sales processes. Users can access proposal management capabilities, engagement letter customization options, comprehensive pricing solutions, team management tools with role-based access control and automation features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9229c81e-3a3a-461c-88e0-b952ce0a26a1.jpeg","url":"https://www.softwareadvice.com.au/software/526267/FigsFlow","@type":"ListItem"},{"name":"Flows","position":8,"description":"Flows is a customizable platform designed to help businesses create onboarding and user engagement experiences. It supports user activation, feature adoption, and product-led growth efforts. Organizations of various sizes can use Flows to design user experiences that integrate seamlessly with their products.\n\nThe platform provides tools such as tooltips, hints, modals, multi-step tours, and embeddable components, which can be implemented without requiring developer expertise. Its headless architecture allows for complete customization, including the use of APIs to create custom UI components that align with existing design systems. Segmentation features enable targeting specific users based on properties or behavior. Analytics tools offer insights into user interactions with workflows, while versioning functionality helps manage changes across environments.\n\nFlows includes a no-code builder, allowing non-technical team members to create and deploy product adoption workflows. Multiple environment support enables teams to test workflows in staging before deploying them to production.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7cfe10aa-0fea-4f46-b768-93d2187b4eda.png","url":"https://www.softwareadvice.com.au/software/529401/Flows","@type":"ListItem"},{"name":"Agree&Sign","position":9,"description":"The Agree&Sign platform streamlines and speeds up intricate, multi-step approval procedures. Incorporated online consulting features also simplify remote consultations and customer dialogue through a centralized platform. From onboarding customers and partners to conducting consultations and reaching conclusions, all within a secure platform. Agree&Sign essentially digitizes the final steps to connect with customers or partners","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8e1f7182-3d13-4f7e-bba5-a6fe9324d0a9.jpeg","url":"https://www.softwareadvice.com.au/software/370931/agreeandsign","@type":"ListItem"},{"name":"OnboardX","position":10,"description":"OnboardX is a third-party onboarding and risk management platform. It helps businesses streamline their vendor, supplier, and partner onboarding processes. The platform is designed for organizations across various industries. OnboardX provides a reliable and efficient solution for building trust with third-party partners.\n\nOnboardX offers over 200 individual and business verification checks. This includes GSTIN verification, defaulting director check, and court record check, among others. This extensive suite of background checks enables businesses to make informed decisions and mitigate potential risks when onboarding new third-party partners. The platform claims a turnaround time that is up to 70% faster than traditional methods. This accelerates the onboarding process, allowing businesses to onboard and manage their third-party ecosystem with ease.\n\nThe platform has customizable workflows and an intuitive user interface. This empowers businesses to tailor the onboarding and verification process to their specific requirements. Additionally, OnboardX integrates with leading enterprise-grade ERPs and CRMs. This enables businesses to collaborate, automate, and streamline their processes across various systems. This ensures a seamless and efficient third-party onboarding experience.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5e47b78c-6d93-4943-aa72-564a50f6948a.png","url":"https://www.softwareadvice.com.au/software/450457/OnboardX","@type":"ListItem"},{"name":"MinervaAI","position":11,"description":"Minerva serves as a risk assessment platform specifically created for anti-money laundering operations on a large scale. It caters to various sectors including financial services, cryptocurrency, fintech, payments, and gaming.\n\nThis platform employs deep learning to generate detailed customer profiles rich in context. It offers insights swiftly, enabling a comprehensive understanding of each customer. The outcome is expedited investigations, reduced false positives, and decreased compliance costs.\n\nMinerva's key attributes comprise adaptable risk ratings based on FATF guidance, visual relationship mapping for exploring connections swiftly, and audit trail reporting ready for regulator review. Minerva taps into billions of precise and authenticated data points in real time to fuel its deep learning. It also utilizes advanced entity resolution to minimize false positives by distinguishing between subjects. The platform offers immediate and pertinent analysis due to its contextual awareness capabilities.\n\nIn essence, Minerva is an anti-money laundering risk assessment platform that swiftly generates detailed customer profiles and risk insights. Its deep learning utilizes authenticated data in real time, providing financial institutions with sophisticated analytics for efficient compliance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0fdaf770-9687-44e7-802b-5a62baf3781c.jpeg","url":"https://www.softwareadvice.com.au/software/364271/minervaai","@type":"ListItem"},{"name":"Factor Avenue","position":12,"description":"Factor Avenue is an AI-powered invoice factoring software designed to streamline operations for factoring companies. It automates processes such as client onboarding, invoice verification, risk assessment, and funding management. The platform supports factoring businesses across industries such as construction, healthcare, manufacturing, wholesale distribution, import and export, oil field services, professional services, agriculture, and supply chain financing. It accommodates various factoring models, including recourse factoring, non-recourse factoring, invoice discounting, reverse factoring, and export factoring, with multi-currency functionality.\n\nThe software includes digital workflows for client and debtor onboarding, structured compliance checks, and invoice verification tools that ensure accuracy and eligibility. Risk scoring features monitor exposure, credit limits, and payment behavior. Its automated funding engine applies configurable advance rates and disbursement rules tailored to different client profiles and factoring models. Additional features include reserve and escrow management with detailed tracking, tools for collections and cash posting, and secure self-service portals for clients, debtors, and partners.\n\nFactor Avenue operates on a cloud-based infrastructure with security measures such as SOC2, ISO 27001, and GDPR compliance. It offers role-based permissions, audit logs, and data encryption to safeguard financial information. Real-time reporting and analytics dashboards provide insights into funding activity, aging reports, exposure metrics, and client performance. Mobile applications allow teams to manage invoices, approvals, and collections remotely.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ad0e97d9-c4b1-4086-9947-f0958c4f5cbc.png","url":"https://www.softwareadvice.com.au/software/541594/Factor-Avenue","@type":"ListItem"},{"name":"Onthen","position":13,"description":"Onthen is an onboarding management platform designed to consolidate client onboarding tasks into a single, branded task page accessible through a unique link. It helps businesses create a centralized workspace for internal teams and external participants to collaborate on completing onboarding requirements.\n\nThe platform offers passwordless access, allowing participants to access their onboarding page using their email address without the need for accounts or credentials. It includes flexible task actions such as customizable forms for data collection, identity verification for KYC and proof of address checks, secure document uploads, and photo requests. Participants can invite colleagues or partners to assist with tasks, and commenting features enable direct communication on individual tasks.\n\nOnthen supports automated workflow management with reusable templates, allowing teams to create onboarding processes that can be deployed repeatedly. Automatic reminders for overdue tasks and weekly digest emails help keep all parties informed. A centralized dashboard provides visibility into active onboarding activities, with options to customize workflows. Branding features allow organizations to incorporate company logos and color schemes into participant-facing pages and system-generated emails. Feedback collection tools gather ratings and comments from participants to help measure onboarding effectiveness and identify areas for improvement.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ad7c2016-cc30-46d1-bbdd-de849a412594.png","url":"https://www.softwareadvice.com.au/software/542254/Onthen","@type":"ListItem"},{"name":"GoLiveFlow","position":14,"description":"GoLiveFlow is an implementation management platform designed to support SaaS teams in coordinating and streamlining client onboarding processes. It is suited for implementation cycles that require clients to complete tasks, upload documents, and approve deliverables before deployment.\n\nThe platform includes AI-powered risk detection that evaluates project indicators such as task progress, client engagement, SLA adherence, and budget usage to identify potential issues early. It offers a client portal with step-by-step instructions, forms, document collection, and e-signature functionality to facilitate client participation. Conditional playbooks with automation rules manage task assignments, escalations, and follow-ups, while engagement scoring notifies teams of client inactivity. Budget and profitability tracking provides real-time insights into spending and progress. Multiple project views, including Gantt charts, timelines, boards, and lists, accommodate various stakeholder needs.\n\nThe platform includes cross-project analytics to measure time-to-value, identify bottlenecks, monitor team capacity, and provide performance insights across portfolios. An AI assistant generates status updates, prepares meeting briefs, and analyzes delays. Additional features include resource management, custom fields, time tracking, and API capabilities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4953537a-f753-4b56-894f-e1c1da9f885a.jpg","url":"https://www.softwareadvice.com.au/software/550387/GoLiveFlow","@type":"ListItem"}],"numberOfItems":14}
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