Abacus helps financial services companies reduce long
back-and-forth onboarding sessions, eliminate inefficient
data collection, and streamline compliance workflows.
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.
Transform static onboarding and subscription documents into dynamic forms that catch errors in real time.
Abacus makes lengthy and complex workflows simple and more enjoyable to complete.
Seamlessly integrate third-party vendors for KYC/AML identification, investor accreditation, and more.
Get in touch with a product specialist to learn how Abacus can improve your onboarding workflows.