# 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/pricing

---

# 

 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.

[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/)

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.

[4.7 (16)](https://www.capterra.com/p/160754/KYC-Portal/reviews/)

Starting Price

Contact vendor

Starting Price

$28000

Usage Based, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (3)

Ease Of Use

4.3 (16)

Value For Money

4.3 (3)

Value For Money

4.4 (14)

Customer Service

4.3 (3)

Customer Service

4.7 (15)

## 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

Highest Rated

[4.8 (13)](https://www.capterra.com/p/201476/Ondato/reviews/)

Starting price

$259.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Plaid](https://www.capterra.com/p/174384/Plaid/)

[4.4 (91)](https://www.capterra.com/p/174384/Plaid/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/174384/Plaid/)

## 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/)[

GBG Identity Verification Solutions](https://www.capterra.com/p/205461/GBG-Digital-Risk-Management-Intelligence-Platform/)[

CreditorWatch](https://www.capterra.com/p/10003850/CreditorWatch/)

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.

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/)