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: How to apply innovative e-comms surveillance whilst ensuring control, compliance and enhanced productivity

Remember the days when email was the predominant media for electronic communications within and among financial institutions? Fast forward to today, and email represents a declining fraction of these e-comms, many of which are hosted by modern collaborative platforms such as Microsoft Teams, Webex, Slack, and Zoom, and all of which are subject to surveillance....

BLOG

A-Team Group Names Winners of RegTech Insight Awards – USA 2022

Congratulations to the winners of A-Team Group’s RegTech Insight Awards – USA 2022. The awards were presented by Sarah Underwood, Editor, A-Team Group during a lively drinks reception following A-Team Group’s RegTech Summit New York on 16 November 2022. The RegTech Insight Awards recognise both established solution providers and innovative newcomers providing RegTech solutions that...

EVENT

A-Team Briefing: Cloud Innovation for Data Ops

This Innovation Briefing will explore approaches to data infrastructure transformation, technologies required and how to make sure processes are optimised to support real time data management. Hear from leading practitioners and innovative technology solution providers who will share insight into how to set up and leverage your data infrastructure to provide user access to consistent data and analytics, and companies the ability to monetise their data.

GUIDE

Regulatory Data Handbook 2022/2023 – Tenth Edition

Welcome to the tenth edition of A-Team Group’s Regulatory Data Handbook, a publication that has tracked new regulations, amendments, implementation and data management requirements as regulatory change has impacted global capital markets participants over the past 10 years. This edition of the handbook includes new regulations and highlights some of the major regulatory interventions challenging...