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description: Page 4 - Compare the best Client Onboarding Software in the UK. Capterra offers the most comprehensive reviews from verified users, prices, and a complete description of all relevant features. Use our filters to find the best rated software for your business needs.
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title: Page 4 - Client Onboarding Software - Price Comparison & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Client Onboarding Software](https://www.capterra.co.uk/directory/33476/client-onboarding/software) > [Page 4](https://www.capterra.co.uk/directory/33476/client-onboarding/software?page=4)

# Client Onboarding Software

Canonical: https://www.capterra.co.uk/directory/33476/client-onboarding/software

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> Client Onboarding Software (also known as Customer Onboarding Software) brings clients through the process of learning and implementing a recently purchased product or service.

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## Products

1. [Scope](https://www.capterra.co.uk/software/1062380/scope) — 5.0/5 (1 reviews) — Scope is an AI-powered B2B customer onboarding platform that streamlines workflows, boost onboarding cycles, and enhances efficiency
2. [Digitap](https://www.capterra.co.uk/software/1069175/Onboarding-Suite) — 5.0/5 (1 reviews) — Digitap's onboarding suite helps businesses streamline identity verification and onboarding for banks and fintechs.
3. [1Centre](https://www.capterra.co.uk/software/212301/1centre) (0 reviews) — Customer onboarding software for curating customer experiences.
4. [Reprise](https://www.capterra.co.uk/software/1014720/reprise) (0 reviews) — An enterprise-grade demo creation software that helps sales \& marketing organizations create, run and manage demos for products \& apps.
5. [Demoboost](https://www.capterra.co.uk/software/1024213/demoboost) (0 reviews) — Demo experience that sells\! Easily create, share and track your product demos
6. [Walnut.io](https://www.capterra.co.uk/software/1024576/walnutio) (0 reviews) — Walnut is a codeless platform that enables SaaS companies to fully customize, manage, and optimize their product demos.
7. [Mako Fintech](https://www.capterra.co.uk/software/1031694/mako) (0 reviews) — Wealth Management Technology That Automates Manual Administration
8. [OnboardX](https://www.capterra.co.uk/software/1033347/onboardx) (0 reviews) — A low-code no-code digital onboarding and due diligence platform for third parties like vendors, partners, distributors, etc.
9. [MinervaAI](https://www.capterra.co.uk/software/1034122/minervaai) (0 reviews) — Real time client risk assessment in 20 seconds. Grow fearlessly.
10. [Agree\&Sign](https://www.capterra.co.uk/software/1036261/agreesign) (0 reviews) — Agree\&Sign digitizes the interaction between companies, partners and end customers.
11. [NinjaOnboarding](https://www.capterra.co.uk/software/1036338/ninjaonboarding) (0 reviews) — NinjaOnboarding by 500apps is an onboarding process software which helps to design workflows and popups for product and services onboar
12. [Client Dispute Manager](https://www.capterra.co.uk/software/1037478/client-dispute-manager) (0 reviews) — Client Dispute Manager is credit repair business software that helps entrepreneurs start and grow their own credit repair company.
13. [ApplyEasy](https://www.capterra.co.uk/software/1044237/applyeasy) (0 reviews) — CreditorWatch’s onboarding solution provides everything a business needs to confidently onboard new customers—all in the one platform.
14. [Ascendr](https://www.capterra.co.uk/software/1045910/ascendr) (0 reviews) — SaaS Customer onboarding platform with customer facing portal for real time updates.
15. [SankeyJourney](https://www.capterra.co.uk/software/1046566/sankeyjourney) (0 reviews) — User journey analysis tool generating flow charts or sankey diagrams that help optimize retention, and conduct engagement analysis.
16. [Lokulus](https://www.capterra.co.uk/software/1058844/lokulus) (0 reviews) — Lokulus is a technology platform delivering business process automation tools to consumer-focused businesses
17. [Complytek](https://www.capterra.co.uk/software/1064343/complytek) (0 reviews) — Complytek offers a Know Your Customer (KYC), Anti-Money Laundering (AML), client onboarding, and fraud detection software.
18. [WealthSphere](https://www.capterra.co.uk/software/1065315/wealthsphere) (0 reviews) — WealthSphere SaaS; modular CRM, entity administration, document management, and financials for trust \& corporate service providers.
19. [Atfinity](https://www.capterra.co.uk/software/1065496/atfinity) (0 reviews) — Award-winning no-code platform for financial institutions. Automate client processes quickly and retain maximum flexibility.
20. [RIA Productivity Suite](https://www.capterra.co.uk/software/1066261/ria-productivity-suite) (0 reviews) — Client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations.
21. [Setuply](https://www.capterra.co.uk/software/1069620/Setuply) (0 reviews) — AI-powered platform to accelerate onboarding, boost retention, and scale post-sale operations, without adding headcount.
22. [Compass](https://www.capterra.co.uk/software/1071308/Compass) (0 reviews) — Compass is a digital adoption tool with walkthroughs, knowledge articles, document libraries, and AI chatbots for on screen assitance
23. [TrueKYC](https://www.capterra.co.uk/software/1073289/TrueKYC) (0 reviews) — Streamline client onboarding with secure, customizable verification flows tailored to small business compliance needs.
24. [FigsFlow](https://www.capterra.co.uk/software/1074090/FigsFlow) (0 reviews) — FigsFlow is proposal writing, engagement letter automation, and pricing software for accountants, bookkeepers and tax advisers.
25. [Access Approve](https://www.capterra.co.uk/software/1074266/Access-Approve) (0 reviews) — Access Approve software automates the B2B customer onboarding process through online trade credit application and assessment.

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## Related Categories

- [Workflow Management Software](https://www.capterra.co.uk/directory/30091/workflow-management/software)
- [Customer Success Software](https://www.capterra.co.uk/directory/30961/customer-success/software)
- [Customer Engagement Software](https://www.capterra.co.uk/directory/30906/customer-engagement/software)
- [Onboarding Software](https://www.capterra.co.uk/directory/30819/onboarding/software)
- [Project Management Software](https://www.capterra.co.uk/directory/30002/project-management/software)

## Links

- [View on Capterra](https://www.capterra.co.uk/directory/33476/client-onboarding/software)
- [All Categories](https://www.capterra.co.uk/directory)

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For more details, visit WealthSphere.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/414a25bc-6fb7-44cb-9926-d98e4ded0dcc.png","url":"https://www.capterra.co.uk/software/1065315/wealthsphere","@type":"ListItem"},{"name":"Atfinity","position":19,"description":"Atfinity, an award-winning no-code platform for financial institutions, automates and optimises client processes efficiently. Its intuitive approach allows rapid creation and deployment of tailored automated workflows, reducing build times from months to days and allowing changes to be made within hours instead of days, ensuring swift adaptation to evolving needs and regulations. \n\nOffering seamless integration with core banking systems and KYC/KYB/AML compliance tools, Atfinity fosters a connected ecosystem. During onboarding, its API Framework links with CRM, ID verification, and document software, automating ID verification and document generation upon CRM record creation.\n\nISO27001 certified, Atfinity prioritises stringent security standards, safeguarding client information at all times.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/51f6a164-340f-482b-a89d-44aeb8a0a1c9.jpeg","url":"https://www.capterra.co.uk/software/1065496/atfinity","@type":"ListItem"},{"name":"RIA Productivity Suite","position":20,"description":"RIA Productivity Suite from Docupace is a client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations. The suite integrates CRM, workflow automation, simplified client onboarding, secure cloud document management, custodial forms, data validation, and an optimized delivery model.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5be4b346-7706-4033-954d-0ada7ada3757.png","url":"https://www.capterra.co.uk/software/1066261/ria-productivity-suite","@type":"ListItem"},{"name":"Setuply","position":21,"description":"Setuply is an AI-powered client lifecycle management platform built for B2B organizations to accelerate revenue recognition, boost client retention, and scale operations. Purpose-built to replace spreadsheets, siloed tools, and manual coordination, Setuply automates and streamlines onboarding, support, and managed services.\n\nThe intuitively designed platform includes timeline-driven project management, secure data staging, role-based case management, milestone-based invoicing, embedded analytics, and native integrations with sales CRMs like Salesforce and HubSpot, ERP platforms, and other elements of the client operating stack,keeping all stakeholders connected.\n\nSetuply empowers implementation, success, and support teams with automation, real-time visibility, and intelligent agentic-AI workflow orchestration. 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Key features are multimedia walkthrough creation, personalized learning, and user behavior analytics.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/607c18c8-815f-418b-9cf5-7ee15ad964f3.png","url":"https://www.capterra.co.uk/software/1071308/Compass","@type":"ListItem"},{"name":"TrueKYC","position":23,"description":"TrueKYC makes client onboarding fast, secure, and effortless for small businesses and professionals. Instead of relying on manual paperwork or complex integrations, businesses can create customized verification flows that match their compliance needs. Send clients a secure branded link where they can upload IDs, proof of address, or business documents directly from any device. Collected information is stored securely, and businesses can approve, decline, or request resubmission with one click. TrueKYC adapts to your workflow—whether you’re an accountant, lawyer, property manager, or rental agency—reducing friction for new clients while staying fully compliant. With built-in flexibility and scalability, TrueKYC turns onboarding from a tedious task into a smooth first impression for your customers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d4f06c21-8dd5-42cc-9189-c463c2db02e0.png","url":"https://www.capterra.co.uk/software/1073289/TrueKYC","@type":"ListItem"},{"name":"FigsFlow","position":24,"description":"Built by accountants, FigsFlow automates proposal generation, engagement letter creation, pricing management, and more. It helps accountants, bookkeepers, tax advisers, and client onboarding software users get professional proposals and engagement letters in seconds.\n\n\nFigsFlow aims to streamline workflows and client onboarding for accounting, bookkeeping, and tax advisory firms.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9229c81e-3a3a-461c-88e0-b952ce0a26a1.jpeg","url":"https://www.capterra.co.uk/software/1074090/FigsFlow","@type":"ListItem"},{"name":"Access Approve","position":25,"description":"Access Approve is online trade application software that allows businesses to digitize and streamline their new customer onboarding process. The software provides an efficient way for companies to receive, assess, and approve trade credit applications online, with customizable workflows, integrated risk analysis, and eSignature capabilities. 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