# Atfinity Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Atfinity Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more. Source: https://www.capterra.com/p/10020036/Atfinity --- # Atfinity 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)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Atfinity ## What is Atfinity? Atfinity, an award-winning no-code platform for financial institutions, automates and optimises client processes efficiently. Its intuitive approach allows rapid creation and deployment of tailored automated workflows, reducing build times from months to days and allowing changes to be made within hours instead of days, ensuring swift adaptation to evolving needs and regulations. Offering seamless integration with core banking systems and KYC/KYB/AML compliance tools, Atfinity fosters a connected ecosystem. During onboarding, its API Framework links with CRM, ID verification, and document software, automating ID verification and document generation upon CRM record creation. ISO27001 certified, Atfinity prioritises stringent security standards, safeguarding client information at all times. ## What is Atfinity used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CHF40000 Usage Based, Per Month Free trial not available Free version not included 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 Atfinity?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://atfinity.swiss&name=Atfinity) ## 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. ### Atfinity 0.0 VS. [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting Price CHF40000 Usage Based, Per Month Starting Price $7 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (738) Value For Money 0.0 (0) Value For Money 4.7 (675) Customer Service 0.0 (0) Customer Service 4.5 (650) ## Atfinity alternatives Highest Rated [4.9 (271)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (192)](https://www.capterra.com/p/143513/LearnWorlds/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars ## FAQs about Atfinity Overview ### What company size and specific industries is Atfinity built for? Atfinity is designed for financial institutions of all sizes, including private banks, neobanks, commercial and investment banks, lenders, accountants, wealth managers, and payment service providers. It is built for organizations in banking, lending, accounting, wealth management, and payments that need software suited to financial services workflows. Features and Usability ### What are the key features of Atfinity? Atfinity offers workflow management, task management, and task progress tracking for process oversight, plus CRM, client management, and a client portal for customer data and communication. It also includes electronic forms, form builder, document generation, document management, reporting and statistics, audit trail, role-based permissions, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Atfinity starts at CHF 40,000 per month for the Standard plan, with usage-based pricing that varies by process count, integrations, and features. It can be deployed in a private cloud, SaaS cloud, or on-premise, and includes software configuration support as business needs change. Integrations ### Which third-party tools and platforms does Atfinity integrate with? Atfinity integrates with 8 third-party platforms: Avaloq Banking Suite, ComplyAdvantage, Hawk, IDnow, LSEG Risk Intelligence, Lucinity, Scrive, and SmartSearch. These integrations cover banking operations, compliance screening, identity verification, risk intelligence, and e-signature workflows. Getting Started and Support ### What training and onboarding options does Atfinity offer? Atfinity provides in-person training, live online sessions, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, while documentation and videos offer self-paced reference and step-by-step learning materials for setup and product use. Getting Started and Support ### What customer support options does Atfinity offer? Atfinity provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. These support channels give users multiple ways to get assistance and find answers. No reviewer feedback is available here to describe response times, helpfulness, or common frustrations with support. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Chat/Messaging Communicate using direct chat or messages within the system Atfinity 36 features 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 Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Communicate using direct chat or messages within the system Electronic storage of stakeholder contact information Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients 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 Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 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 Import and export data to and from software applications Protect sensitive data for digital privacy 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 Digital forms that are shared and accessed online Digitally sign online documents Adds a customizable form to the landing page, usually for the purposes of lead generation Manage and support multiple languages Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service 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 Set & manage permission levels based on user roles and restrict access to only authorized individuals Allow users to access multiple services after entering their login credentials once 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 Set up connections to third-party platforms to improve business processes A digital list of items that need to be completed Create, design and manage workflows for repetitive tasks ## Pricing Standard plan CHF40,000 Usage Based,Per Month It includes: - SaaS Cloud Deployment - Private Cloud Deployment - On-premise Deployment - Software Configuration ## Integrations [ SmartSearch](https://www.capterra.com/p/78549/SmartSearch/)[ LSEG Risk Intelligence](https://www.capterra.com/p/185117/LSEG-Risk-Intelligence/)[ Avaloq Banking Suite](https://www.capterra.com/p/177861/Avaloq-Banking-Suite/)[ Scrive](https://www.capterra.com/p/160937/Scrive/)[ ComplyAdvantage](https://www.capterra.com/p/173231/ComplyAdvantage/)[ Lucinity](https://www.capterra.com/p/203156/Lucinity/)[ IDnow](https://www.capterra.com/p/196937/IDnow/)[ Hawk](https://www.capterra.com/p/238775/HAWKAI/) ## Support, customer service and training options 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 ## 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.