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: Hearing from the Experts: AI Governance Best Practices

The rapid spread of artificial intelligence in the financial industry presents data teams with novel challenges. AI’s ability to harvest and utilize vast amounts of data has raised concerns about the privacy and security of sensitive proprietary data and the ethical and legal use of external information. Robust data governance frameworks provide the guardrails needed...

BLOG

Data Concern Over EU’s Streamlining of Green Regulations

Financial institutions may have to rely more heavily on their data teams and vendors to surface sustainability risks in their portfolios after the European Union watered down some of its key corporate ESG reporting regulations. The EU’s Omnibus package announced earlier this year is intended to streamline the compliance processes for regulations including the Corporate...

EVENT

RegTech Summit New York

Now in its 9th year, the RegTech Summit in New York will bring together the RegTech ecosystem to explore how the North American capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...