About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Refinitiv Partners Appway to Provide Digital Onboarding for Wealth Management and Broker-dealer Clients

Subscribe to our newsletter

Refinitiv has reached a strategic partnership with Appway to integrate the latter’s client onboarding solutions on the Refinitiv BETA Platform, a suite of brokerage capabilities used by many US wealth management and brokerage firms. The integration reflects a growing desire among wealth managers and brokers to automate their services, and will enable financial intermediaries and wealth advisors using the BETA Platform to connect their end-clients with a digital onboarding solution that reduces time and cost, and improves workflow efficiencies.

Tim Rutka, head of the BETA Platform at Refinitiv, says Appway’s state-of-the-art user experience underscores the company’s commitment to be a single source of digital onboarding solutions for wealth management and broker-dealer clients, and aligns with strategy to expand the BETA Platform ecosystem with best-of-breed partner solutions.

Andrew Besheer, director for financial services solutions at Appway, says Appway’s orchestration and collaboration capabilities paired with Refinitiv’s BETA Platform will transform client onboarding processes and lead to enhanced experiences for all stakeholders.

Appway solutions cover end-to-end account opening as well as the entire client lifecycle, including updating, closing of business relationships and regulatory reviews, while ensuring compliance with regulations and risk standards across multiple jurisdictions. Refinitiv’s wealth management business supports a significant number of established and emerging wealth customers providing global, regional and emerging market wealth platforms across the Americas, Europe, and Asia.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Best practice approaches to data management for regulatory reporting

Effective regulatory reporting requires firms to manage vast amounts of data across multiple systems, regions, and regulatory jurisdictions. With increasing scrutiny from regulators and the rising complexity of financial instruments, the need for a streamlined and strategic approach to data management has never been greater. Financial institutions must ensure accuracy, consistency, and timeliness in their...

BLOG

Regulatory Volatility Offers Opportunity to Mine Value from Compliance Data

A new era of regulatory change is presenting institutions with a golden opportunity to prosper from the troves of data they need to comply with reporting obligations. Information required by market overseers has value that goes beyond its obligatory use in disclosures and companies that put it to wider use stand to gain a competitive...

EVENT

AI in Capital Markets Summit London

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...