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Appway teams up with Refinitiv to provide digital client onboarding services


Tim Rutka, Head of BETA Platform at Refinitiv

London based fintech Refinitiv which is a provider of financial markets data and infrastructure has recently announced that it has entered in a strategic partnership with Switzerland based Appway, provider of client onboarding solutions, to fully integrate their suite of onboarding capabilities on the Refinitiv BETA Platform, a complete suite of brokerage capabilities used by many leading US wealth management and brokerage firms.

Refinitiv’s wealth management business has clients in emerging markets such as e Americas, Europe, and Asia. This integration with Appway will enable financial intermediaries and wealth advisors to utilize the BETA Platform which will enable them to connect their end-clients with a digital onboarding solution that reduces time and costs while improving workflow efficiencies across the board.

Tim Rutka Head of BETA Platform at Refinitiv commented, “As the global wealth management industry continues to adapt in search of next-generation digital onboarding solutions to meet evolving client needs, Refinitiv remains committed to being that comprehensive single source, We continually look to find new ways to create or provide additional value for our clients. Having full integration with Appway’s state of the art user experience underscores our commitment and aligns to our strategy of expanding our BETA Platform ecosystem with best-of-breed partner solutions.”

Refinitiv has experience in supporting Wealth Management firms through its Wealth Management solutions which provide integration across the front, middle, and back-office workflows.

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