---
title: TrackWizz Customer Onboarding Solution Reviews
meta_title: 'TrackWizz Customer Onboarding Solution Reviews 2026: Details, Pricing,
  & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how TrackWizz Customer Onboarding Solution works for a business like yours.
date_modified: '2026-06-22'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# TrackWizz Customer Onboarding Solution Reviews
**Vendor:** TSS Consultancy Pvt Ltd  
**Category:** [Digital Customer Onboarding Software](https://www.g2.com/categories/digital-customer-onboarding)
## About TrackWizz Customer Onboarding Solution
TrackWizz Customer Onboarding is a tool/ solution specially designed for Wealth Management Private Banking/ Wholesale Banking Investment Advisors Asset Management/ Portfolio Management Serving high net worth individuals, legal entities and Institutional clients. Power to combine it with regulatory controls including sanctions screening, risk rating and enhanced due diligence. A platform which starts from fetching KYC from different external sources (CKYC/ KRA), integrating with Video IPV with an option to perform e signature and wet signature. A complete deep KYC customer lifecycle solution which features Centralized Customer Information System Service Request for Static data change and closure Periodical reviews with enhanced due-diligence Information flow to multiple product systems






- [View TrackWizz Customer Onboarding Solution pricing details and edition comparison](https://www.g2.com/products/trackwizz-customer-onboarding-solution/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-01+13%3A09%3A33+-0500&secure%5Bsession_id%5D=4c88ae2a-a4ac-41d8-9e74-42e1e8812d27&secure%5Btoken%5D=bbbec0b8c019b48d6171b910950222dacc63291dd8b760c84cf4be02e4a584ef&format=llm_user)

## TrackWizz Customer Onboarding Solution Features
**Process Automation**
- Onboarding Flow Management
- E-Signature
- Data Capture
- Auto-Capture

**Identity Verification**
- ID Scanning
- KYC
- Credit Check

**Agentic AI -  Digital Customer Onboarding**
- Decision Making

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