Digital onboarding for personalized investor and advisor journeys.
Appway, now operating as part of FNZ, focuses on digital client onboarding for banks and wealth managers serving private investors. The platform addresses a well-documented friction point: investor onboarding processes that still depend on paper forms, manual document handling, and cumbersome identity verification steps. According to FNZ platform analysis from 2023, average end-investor onboarding takes 2.5 minutes, and advisor onboarding takes 1.5 minutes on the platform.
The platform is designed to handle both straightforward and complex onboarding scenarios:
LGT, an international private bank with more than twenty global locations, implemented the platform to create a fully digital and integrated onboarding system across its network, providing a concrete reference point for private banking use cases. The platform allows wealth managers to design and control the end-investor experience directly, with paperless processing and zero wait-time after signup.
For family offices evaluating this vendor, the core trade-off is clear: Appway's functionality is oriented toward institutions deploying onboarding at scale, particularly private banks and wealth platforms, rather than single or multi-family offices managing a contained client set. Pricing is not disclosed publicly, and the platform sits within FNZ's broader infrastructure stack, meaning buyers are committing to an enterprise engagement rather than a standalone tool. Teams with a genuine volume challenge in investor or advisor onboarding will find specific capability here; those seeking a general client management or reporting platform should look elsewhere.
We help you offer completely digital self-onboarding, so end-investors can open new accounts in minutes, directly from your website, across any device.
On Appway, from a family-office user
Built for Advisors / Wealth Advisors (RIA), Single Family Office (SFO), Multi Family Office (MFO).