Abacus

Abacus is the modern platform for legal and compliance workflows.

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Product info

Abacus: Abacus helps financial services companies reduce long back-and-forth onboarding sessions, eliminate inefficient data collection, and streamline compliance workflows..Eliminate error-prone documents and spreadsheets from your day-to-day business operations by upgrading to a true systematic web solution. With Abacus, every piece of data is securely stored and easily retreivable in a collaborative single-source-of-truth platform..Transform static onboarding and subscription documents into dynamic forms that catch errors in real time..Abacus makes lengthy and complex workflows simple and more enjoyable to complete..Seamlessly integrate third-party vendors for KYC/AML identification, investor accreditation, and more..Get in touch with a product specialist to learn how Abacus can improve your onboarding workflows.

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