# OnBoard Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about OnBoard Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more. Source: https://www.capterra.com/p/10016458/Onboard --- # OnBoard Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) OnBoard ## What is OnBoard? OnBoard by MVSI is an end-to-end merchant onboarding and compliance platform designed for regulated payments, fintech, and financial services. It unifies digital onboarding, KYB, AML screening, underwriting, risk decisioning, and ongoing due diligence into a single system, enabling faster, more secure, and audit-ready onboarding journeys. Using drag-and-drop Smart Forms, dynamic contract generation, and fully white-labelled onboarding experiences, teams can design compliant, brand-aligned client onboarding workflows that reduce friction while maintaining regulatory control. Embedded compliance and risk controls ensure requirements are applied consistently throughout the onboarding lifecycle, with expert verification services available through AML on Demand to support operational scale. ## What is OnBoard used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/)[KYC](https://www.capterra.com/kyc-software/)[AML](https://www.capterra.com/aml-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for OnBoard?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.mvsi-onboard.com&name=OnBoard) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### OnBoard 4.7 (3) VS. [4.8 (13)](https://www.capterra.com/p/201476/Ondato/reviews/) Starting Price Contact vendor Starting Price $259 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.9 (13) Value For Money 4.3 (3) Value For Money 4.7 (12) Customer Service 4.3 (3) Customer Service 4.8 (12) ## OnBoard alternatives [4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (79)](https://www.capterra.com/p/147599/Resolver/reviews/) Starting price $10000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.7 (16)](https://www.capterra.com/p/160754/KYC-Portal/reviews/) Starting price $28000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.8 (6)](https://www.capterra.com/p/195455/CRISAM/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Identity Verification 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Validating the identity of an individual or entity through verification of personal information or credentials Onboarding 5.0 (2) 150.00% of 2 reviewers that rated this feature as important or highly important Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service PEP Screening 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important The process of conducting customer due diligence for any politically exposed person (PEP) SSL Security 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Background Screening 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Researching and validating a person's criminal, educational, job or financial records Compliance Management 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier OnBoard 109 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Verifies and confirms the accuracy of an address Software program that continuously adjusts its behavior based on observed data System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Anti-money laundering compliance helps businesses uncover suspicious financial activity Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Researching and validating a person's criminal, educational, job or financial records Track visitors'/audience's responses across web pages and other optimized content Track and analyse user behavior within a system or network Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process An itemized to do list that can be edited as tasks are completed Electronic storage of stakeholder contact information Manage contact details and communication with clients Track all company interactions with current clients Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Configure existing workflows to meet your organization's needs Manage user consent requests and documents Centralized database of stakeholders and their contact information such as names, address, phone number etc. Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Searchable repository of information about clients A collection of customer information such as contact details, demographics, previous interactions, etc. Initiate interactions with customers by proactively starting conversations or providing informational content Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Import, collect, and capture data from multiple sources Import and export data to and from software applications Ability to handle large datasets Protect sensitive data for digital privacy Process of checking different types of data for accuracy to avoid errors or inconsistencies Electronic signing method that validates the authenticity and integrity of a digital document Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Assemble applications and processes by dragging over and arranging pre-built components Compare new data with existing records to detect duplicate entries Digital forms that are shared and accessed online Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Adds a customizable form to the landing page, usually for the purposes of lead generation Store, manage and track all forms in a centralized location Identify and prevent suspicious activity Determines the location of a device using GPS or an IP address Management of rules, practices, and processes of a company Validating the identity of an individual or entity through verification of personal information or credentials Manage and track all disruptions and incidents Ensure internal objectives and compliance with policies are met Oversee people and resources to carry out an investigation Guidelines set by the International Organization for Standardization Identify and respond to unexpected problems or failures (ie. "negative events") Manage risks related to IT systems Verify the identity, suitability, and risks involved with maintaining a business relationship Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance Securely detect whether a user is a fake representation or a live human being. Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Manage and support multiple languages Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Manage risk that occurs from systems failure or inadequate processes The process of conducting customer due diligence for any politically exposed person (PEP) Create, manage, and track policies and procedures within an organization Predict future data based on historical data sets Arrange tasks based on the level of priority or urgency Analyze and gain insights into data in real-time Receive data and information in real time Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Preparing and submitting reports to regulatory authorities in compliance with industry-specific rules, regulations, and standards Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Identify, monitor, and assess risks to brands Planning and managing of resources and procedures to mitigate the impact of events and incidents Notifying as a warning or reminder of a potential or imminent hazard Analyze potential risks across the organization Initiate collection and analysis of known risks Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Reporting of risks associated with specific actions, events, or entities Assess and score risks using risk matrices Set & manage permission levels based on user roles and restrict access to only authorized individuals Search and filter data across systems to locate required information by entering keywords or certain criteria Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Create, manage and track all task activities and progression Track the status and progress of tasks Sample files or documents that could be customized as needed or used as is Addition of necessary external data, applications, tools, or features Set up connections to third-party platforms to improve business processes A digital list of items that need to be completed Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. View and track activity related to an individual, transaction, etc. Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 4.3 (3) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.3 (3) 4.3 Based on 3 reviews ## Integrations [ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Equifax](https://www.capterra.com/p/176344/Compliance-Solutions/)[ KyckGlobal](https://www.capterra.com/p/200784/Payment-Platform/)[ AU10TIX](https://www.capterra.com/p/213867/AU10TIX/)[ Creditsafe](https://www.capterra.com/p/234173/Creditsafe/)[ Factiva](https://www.capterra.com/p/234203/Factiva/)[ CreditorWatch](https://www.capterra.com/p/10003850/CreditorWatch/)[ GBG Identity Verification Solutions](https://www.capterra.com/p/205461/GBG-Digital-Risk-Management-Intelligence-Platform/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (3) 4.3 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AH Anna H. Partner Account manager Financial Services ### "One stop shop" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 16, 2024 Pros We are avid users of onboard. We refer all our new partners to use MVSi. Cons Times out quicker than I would like however I understand this is a security feature. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BS Brent S. GM Financial Services ### "Onboard Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 January 14, 2024 Has been a good engagement from my perspective, however other parts of the business will have a different view. Pros Merchant boarding platform in one, with integrations into 3rd party and internal work flow and sales mgment software. Ability to work with us for new clients and definitely the people and management of the company. Cons while delivering a turn key solution, each onboarded client has a large cost attached, whether they are approved or not. Time to make changes or enhancements. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SP Sumeet P. Director Financial Services ### "Best in class!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 10, 2024 Pros 1\. The flexibility of automation available for onboarding and KYC/AML 2. Reporting provided Cons Some tasks like underwriting approval and OCDD reviews could be faster with a more intuitive GUI. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)