OnBoard 2026: Benefits, Features & Pricing

Wondering if OnBoard is right for your organization?

Our Compliance Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

OnBoard

4.7

(3)

Pricing

Pricing available upon request

About OnBoard

OnBoard by MVSI is an end-to-end merchant onboarding and compliance platform designed for regulated payments, fintech, and financial services. It helps organizations onboard and verify business customers while applying regulatory, risk, and compliance controls consistently from initial onboarding through ongoing monitoring.

The platform unifies digital onboarding, KYB, KYC, AML screening, risk decisioning, underwriting, and ongoing customer due diligence (OCDD) in a single system. By embedding compliance and risk controls directly into onboarding workflows, OnBoard enables faster, more secure, and audit-ready onboarding across multiple jurisdictions and languages.

OnBoard supports risk-based onboarding through configurable risk profiles, scoring models, and decision rules, allowing organizations to apply consistent policies while adapting to different jurisdictions, products, and risk appetites. Automated decision engines and intelligent workflow routing reduce manual effort, improve accuracy, and ensure onboarding decisions are applied consistently across teams.

Configurable onboarding journeys, drag-and-drop Smart Forms, dynamic contract generation, and fully white-labelled ex...

OnBoard Screenshots

OnBoard Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Pricing available upon request

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

OnBoard Features

Popular features found in Compliance
Access Controls/Permissions
Archiving & Retention
Audit Trail
Corrective and Preventive Actions (CAPA)
Document Management
Incident Management
Monitoring
Regulatory Reporting
Risk Management
Training Management
Version Control
More features of OnBoard
Activity Dashboard
Activity Tracking
Address Validation
AI/Machine Learning
Alerts/Escalation
Alerts/Notifications
AML Compliance
API
Approval Process Control
Audit Management
Authentication
Background Screening
Behavioral Analytics
Behavior Tracking
Case Management
Checklists
Client Database
Client Management
Client Tracking
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Management
Compliance Tracking
Configurable Workflow
Consent Management
Contact Database
Credit Risk Management
CRM
Customer Database
Customer Data Management
Customer Engagement
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Capture and Transfer
Data Import/Export
Data Management
Data Security
Data Verification
Digital Signature
Document Generation
Drag & Drop
Duplicate Detection
Electronic Forms
Electronic Signature
Email Management
Enterprise Risk Management
Financial Risk Reporting
For Financial Institutions
Form Builder
Forms Management
Fraud Detection
Geolocation
Governance
Identity Verification
Internal Controls Management
Investigation Management
ISO Compliance
Issue Management
IT Risk Management
KYC Compliance
Lifecycle Management
Liquidity Analysis
Liveness Detection
Mobile Access
Multi-Language
Onboarding
Operational Risk Management
PEP Screening
Policy Management
Predictive Analytics
Prioritization
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Notifications
Real-Time Reporting
Reminders
Reporting/Analytics
Reporting & Statistics
Reputational Risk Management
Response Management
Risk Alerts
Risk Analysis
Risk Assessment
Risk Reporting
Risk Scoring
Role-Based Permissions
SARs
Search/Filter
Self Service Tools
Single Sign On
SSL Security
Task Management
Task Progress Tracking
Templates
Third-Party Integration
Third-Party Integrations
To-Do List
User Management
Vendor Management
Watch List
Workflow Management

OnBoard Integrations

AU10TIX

CreditorWatch

Salesforce Platform

GBG Identity Verification Solutions

Equifax

OnBoard User Reviews

Overall Rating

4.7

Ratings Breakdown

67%

33%

Secondary Ratings

Ease of Use

4.7

Value for money

4.3

Customer support

4.3

Functionality

4.7

Have you used OnBoard and would like to share your experience with others?

Anna H.

Verified reviewer

Financial Services

51-200 employees

Used daily for more than 2 years

Reviewed January 2024

One stop shop

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Sumeet P.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Reviewed January 2024

Best in class!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Brent S.

Verified reviewer

Financial Services

10000+ employees

Used monthly for less than 6 months

Reviewed January 2024

Onboard Review

Has been a good engagement from my perspective, however other parts of the business will have a different view.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to OnBoard

Process improvement and customer experience. Time to board a new client and ability to help monitor timeframes and follow ups.

Showing 1 - 3 of 3 Reviews