--- title: "Atfinity Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Atfinity Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more." source_url: "https://www.capterra.com/p/10020036/Atfinity/" page_type: "product" language: "en" --- # Atfinity Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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://www.g2.com/products/atfinity/claim_requests/new?auto=true) ## 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 (128)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting Price CHF40000 Usage Based, Per Month Starting Price $49 Flat Rate, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (101) Value For Money 0.0 (0) Value For Money 4.6 (98) Customer Service 0.0 (0) Customer Service 4.7 (98) ## Atfinity alternatives Highest Rated [4.9 (283)](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 (689)](https://www.capterra.com/p/162588/HoneyBook/reviews/) Starting price $36.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Content Snare](https://www.capterra.com/p/167019/Content-Snare/) [4.9 (101)](https://www.capterra.com/p/167019/Content-Snare/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/167019/Content-Snare/) [Clientary](https://www.capterra.com/p/268615/Clientary/) [4.7 (100)](https://www.capterra.com/p/268615/Clientary/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/268615/Clientary/) ## 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 aimed at organizations in banking, lending, accounting, wealth management, and payments that need software suited to regulated financial services. Features and Usability ### What are the key features of Atfinity? Atfinity offers workflow management, task management, and task progress tracking for organizing work, plus CRM, client management, and client portal features for handling customer records and communication. It also includes electronic forms, document generation, electronic signature, reporting and statistics, role-based permissions, audit trail, 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 processes, integrations, and features. The software can be deployed in private cloud, SaaS cloud, or on-premise, and includes configuration support for later changes as business needs evolve. Integrations ### Which third-party tools and platforms does Atfinity integrate with? Atfinity connects natively to 8 platforms: Avaloq Banking Suite, ComplyAdvantage, Hawk, IDnow, LSEG Risk Intelligence, Lucinity, Scrive, and SmartSearch. These catalog integrations cover banking, compliance, identity verification, risk intelligence, and e-signature workflows for financial operations. 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 training can support guided setup, while documentation offers written reference material and videos provide self-paced walkthroughs for learning product features and workflows. Getting Started and Support ### What customer support options does Atfinity offer? Atfinity provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. No reviewer feedback about support is available in the catalog data, so support experience, response speed, and helpfulness cannot be assessed here. ## Features AI summary Based on 288 Client Onboarding reviews Capterra data shows that buyers of client onboarding software rank the following features as their top priorities: - **Task Management** (**57%** of reviewers rated this feature as critical) - **Onboarding** (**56%**) - **Data Security** (**69%**) Atfinity supports all three of the features reviewers call out most often: **Task Management**, **Onboarding**, and **Data Security**. Together, these capabilities help businesses organize onboarding steps, guide clients through each stage of the process, and protect sensitive information, allowing teams to deliver a more consistent and secure onboarding experience. 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 37 features ### All Features - 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 - Client Database: Electronic storage of stakeholder contact information - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - Electronic Signature: Digitally sign online documents - Form Builder: Adds a customizable form to the landing page, usually for the purposes of lead generation - Multi-Language: Manage and support multiple languages - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Single Sign On: Allow users to access multiple services after entering their login credentials once - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflows: Facilitate access from initial access ticket submission through supporting chain of custody throughout the workflow for OT environments. --- ## Pricing [View pricing plan details](https://www.capterra.com/p/10020036/Atfinity/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.