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 day-to-day business operations by upgrading to a true systematic web solution. With Abacus, every piece of data is securely stored and easily retreivable 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.

Give clients a better experience

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

Integrate data providers

Seamlessly integrate third-party vendors for KYC/AML identification, investor accreditation, and more.

Ready to get started?

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