Modernize your client
onboarding experience.

Abacus helps financial services companies reduce long
back-and-forth onboarding sessions, eliminate inefficient
data collection, and streamline compliance workflows.

The Abacus Platform

Eliminate error-prone documents and spreadsheets from your business operations by upgrading to a fully digital process. With Abacus, data is securely stored and easily retrievable in a collaborative single-source-of-truth platform.

Protect against human error

Transform static onboarding and subscription documents into dynamic forms that catch errors in real time.

Better client experience

Abacus makes lengthy and complex workflows simple and more enjoyable to complete.

Automate via integrations

Leverage integrations with third-party vendors for KYC/AML processes, investor accreditation verification, and more.

Ready to get started?

Get in touch with a product specialist to learn how Abacus can improve your onboarding workflows.

(415) 634-9906