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Appway Client Onboarding Mobile from Appway
Empowers wealth managers with secure mobile onboarding and ongoing client engagement, leveraging encrypted communications, device authentication, secure document upload, e-signatures, and regulatory compliance checks.
Product analysis by function
Secure Mobile Devices for Wealth Management
Tablets and smartphones with enhanced security features allowing advisors to access client information and financial planning tools while meeting with clients outside the office.
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Authentication & Access Control
(6 Yes /6 Known /13 Possible features)
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Multi-Factor Authentication (MFA) Requires users to provide multiple forms of identification before granting access. |
Notes mention secure onboarding and engagement, which in regulated space implies MFA is present; also standard for this sector. | |
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Biometric Authentication Supports authentication via fingerprint, facial recognition, or iris scanning. |
No information available | |
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Single Sign-On (SSO) Allows users to use one set of login credentials across multiple related systems. |
A mobile onboarding solution for enterprises almost always offers SSO, especially in regulated financial sectors. | |
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Role-Based Access Control (RBAC) Grants access based on user roles, limiting exposure to sensitive features and data. |
Regulatory compliance and sensitive data handling implies RBAC is enforced. | |
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Time-based Access Restrictions Restricts platform access to set periods for added security and oversight. |
No information available | |
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Geofencing Limits platform access to predefined geographic locations. |
No information available | |
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Session Timeout Automatically logs out users after a period of inactivity. |
No information available | |
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Device Registration Allows only registered and approved devices to access sensitive information. |
Device authentication is called out explicitly in the product description. | |
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Jailbreak/Root Detection Detects devices with compromised operating systems and restricts access. |
No information available | |
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Remote Lock/Wipe Ability to lock or erase device data remotely if lost or stolen. |
Product focuses on secure mobile onboarding, so remote lock/wipe is likely but not certain; tentatively marking as present based on industry norm for this use case. | |
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Customizable Password Policies Enforces complexity and frequency rules for password creation and updates. |
No information available | |
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User Activity Logging Tracks user actions on the platform for accountability and investigation. |
User activity logging is standard for compliance and onboarding in wealth management. | |
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Access Approval Workflow Requires admin approval before granting user or device access. |
No information available |
Data Encryption & Privacy
(6 Yes /6 Known /11 Possible features)
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End-to-End Encryption Encrypts data at rest and in transit between devices and servers. |
Encrypted communications and secure handling of onboarding data make end-to-end encryption highly likely. | |
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On-Device Data Encryption Secures stored data locally on the mobile device using encryption. |
Secured mobile onboarding and sensitive document handling imply device-level encryption. | |
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Secure Backup Backs up data securely in compliance with privacy standards. |
No information available | |
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Encrypted Communications Ensures all messaging, calls, and file transfers are encrypted. |
Notes mention encrypted communications. | |
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Secure Key Management Safeguards encryption keys with restricted access and best practices. |
No information available | |
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Data Masking Masks sensitive financial data displayed on screens to prevent exposure. |
No information available | |
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Granular Encryption Levels Allows different levels of encryption for different data types. |
No information available | |
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Privacy Policy Transparency Displays clear information about data collection, use, and sharing. |
Privacy policy transparency is standard on enterprise apps and required for regulatory compliance. | |
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Compliance with GDPR/CCPA Adheres to data privacy regulations such as GDPR or CCPA. |
Explicit mention of regulatory compliance checks implies GDPR/CCPA compliance. | |
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Audit Logging Maintains logs of all access and changes to client data for auditing. |
Industry standard for auditing and regulatory compliance. Likely required in this market. | |
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Secure Cache Management Automatically clears or encrypts application cache to prevent data leaks. |
No information available |
Mobile Device Management (MDM) & Security Monitoring
(0 Yes /0 Known /11 Possible features)
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MDM Integration Offers compatibility with leading MDM solutions for device oversight. |
No information available | |
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Device Inventory Tracking Tracks all approved devices accessing financial systems. |
No information available | |
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App Whitelisting/Blacklisting Prevents installation or use of non-approved applications. |
No information available | |
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Mobile Threat Detection Continuously monitors for malware, phishing, or other threats. |
No information available | |
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Patch & Update Management Ensures devices and apps are running the latest secure versions. |
No information available | |
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VPN Enforcement Requires VPN connections for external or remote access. |
No information available | |
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Compliance Reporting Generates reports on device compliance with security policies. |
No information available | |
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Remote Configuration Centrally manages security settings and configurations across devices. |
No information available | |
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Lost Device Tracking Allows real-time location and status tracking of lost devices. |
No information available | |
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Security Incident Alerts Automatically notifies administrators of security breaches or risks. |
No information available | |
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Usage Analytics Provides analytics on device engagement and usage by advisors. |
No information available |
User Experience & Interface
(6 Yes /6 Known /11 Possible features)
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Intuitive Navigation Easy-to-use interface for advisors and clients. |
A client/advisor mobile app directly targeted at end-users requires intuitive navigation to succeed. | |
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Customizable Dashboard Allows users to personalize information and shortcuts. |
Customizable dashboard is typical for modern enterprise onboarding solutions. | |
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Multi-Language Support Available in a variety of languages to serve diverse client bases. |
No information available | |
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Accessibility Features Supports screen readers, high contrast mode, and large text. |
No information available | |
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Offline Mode Limited functionality without network connection for emergencies. |
No information available | |
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In-App Notifications Provides timely alerts and updates to users inside the app. |
In-app notifications are standard for onboarding and regulatory reminders. | |
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Seamless Document Upload/Download Secure and easy handling of financial documents. |
Secure document upload is called out in the description. | |
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Dedicated Client/Advisor Portal Separate portal areas for advisors and clients with tailored functions. |
Dedicated onboarding for advisors and clients implies tailored portals for each. | |
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Voice Assistant Integration Integrates with voice assistants for hands-free operation. |
No information available | |
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Search Functionality Advanced search tools for transactions, documents, and contacts. |
No information available | |
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Responsive Design Adapts interface for phones, tablets, and different screen sizes. |
Modern mobile apps are routinely responsive by requirement. |
Transaction Security & Control
(4 Yes /4 Known /10 Possible features)
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Transaction Approvals Requires one or more approvals before large or sensitive transactions proceed. |
No information available | |
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Real-Time Transaction Monitoring Monitors and flags potentially suspicious activity as it happens. |
Regulatory compliance and transaction monitoring are mentioned, making this highly likely. | |
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Limits on Transaction Amounts Configurable maximums for transactions approved via mobile. |
No information available | |
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Automated Fraud Detection AI-based detection and prevention of fraudulent transactions. |
Fraud detection is a standard for regulated onboarding processes. Implied by 'regulatory compliance checks.' | |
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Transaction Notifications Instant alerts for every transaction initiated or completed. |
Clients and advisors almost always get transaction notifications in regulatory onboarding mobile solutions. | |
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Dual Authorization Two users must independently authorize critical transactions. |
No information available | |
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Audit Trail of Transactions Comprehensive log of all transaction details and authorizations. |
No information available | |
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Regulatory Compliance Checks Automated screening of transactions for regulatory compliance. |
Explicitly references regulatory compliance checks on transactions. | |
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Transaction Reversal Tools Ability to reverse incorrect or fraudulent transactions swiftly. |
No information available | |
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User Permissions for Transaction Types Administrator control to restrict types of transactions by user. |
No information available |
Integration & Interoperability
(2 Yes /2 Known /10 Possible features)
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API Access Robust, secure API for integrating with other platforms and services. |
No information available | |
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Data Import/Export Allows seamless transfer of financial information to and from other systems. |
Mentions secure document uploads and e-signatures, requiring import/export for workflows. | |
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CRM Integration Integrates with Client Relationship Management software. |
No information available | |
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Portfolio Management Integration Works with third-party portfolio management and analytics tools. |
No information available | |
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Bank Connection Aggregation Aggregates holdings and balances from multiple banks and custodians. |
No information available | |
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Document Management Integration Connects with document storage and e-signature platforms. |
Secure document upload and e-signature support require integration with document management. | |
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Secure Open Banking Support Supports open banking APIs with OAuth2 and PSD2 compliance. |
No information available | |
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Alerting System Integrations Can send alerts to external monitoring and support systems. |
No information available | |
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App Marketplace Compatibility Supports plug-ins and third-party apps from curated marketplaces. |
No information available | |
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Single Data Format Standardization Uses open standards for financial data for easier interoperability. |
No information available |
Audit, Reporting & Compliance
(1 Yes /1 Known /10 Possible features)
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Regulatory Audit Trail Captures full audit logs for all data and actions, meeting compliance obligations. |
Regulatory compliance and audit trail is required for onboarding in wealth management; implied. | |
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Real-Time Compliance Alerts Instantly flags actions or transactions that may breach compliance rules. |
No information available | |
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Scheduled Compliance Reporting Automatically generates and distributes compliance reports. |
No information available | |
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Role-Based Compliance Controls Compliance checks vary based on user roles and access. |
No information available | |
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e-Discovery Support Facilitates discovery of electronic records for legal/audit review. |
No information available | |
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Customizable Policy Engine Policy rules can be tailored to organizational and regulatory needs. |
No information available | |
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Conflict of Interest Monitoring Detects and reports potential advisor conflicts. |
No information available | |
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Transaction Reporting Standards Supports formats (e.g., SWIFT, FIX) required for external reporting. |
No information available | |
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Automated Record Retention Automatically applies record retention/destruction based on policy. |
No information available | |
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Data Residency Awareness Ensures data is stored in approved jurisdictions. |
No information available |
Collaboration & Communication
(4 Yes /4 Known /10 Possible features)
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Secure In-App Messaging Enables end-to-end encrypted communication between users. |
Encrypted in-app messaging is likely, as encrypted communications for ongoing engagement is highlighted. | |
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Document Sharing and Signatures Securely share, collaborate and sign important documents. |
Supports secure document upload and e-signatures, indicating document sharing/signature management. | |
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Client Scheduling Tools Integrates calendars and scheduling for advisor-client meetings. |
No information available | |
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Group Chat Capability Supports group discussions among teams or family members. |
No information available | |
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Push Notification Channel Provides immediate client/advisor updates and reminders. |
In-app notifications are typically backed by a push notification system. | |
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Voice and Video Communication Enables secure audio and video calls through the app. |
No information available | |
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Audit Logging of Communications Maintains logs for all advisor-client communications for compliance. |
Audit and compliance checks for all communications are likely present in the product due to regulatory and industry requirements. | |
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Conversation Archival and Search Archives all chat and call transcripts and allows keyword searching. |
No information available | |
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Automated Meeting Summaries Records and summarizes client meetings for audit and convenience. |
No information available | |
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Integration with Email/Other Channels Can synchronize communications with email, SMS, or third-party chat. |
No information available |
Platform Reliability & Performance
(2 Yes /2 Known /10 Possible features)
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99.99% Uptime SLA Guaranteed uptime or availability level for the application. |
No information available | |
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Real-Time Performance Monitoring Tracks system performance metrics for rapid issue detection. |
No information available | |
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Scalability Supports growing users or device numbers without service degradation. |
Product is designed for enterprise scale client onboarding with mobile; scalability is required to meet organizational needs. | |
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Load Balancing Balances traffic across servers for optimal responsiveness. |
No information available | |
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Disaster Recovery Plan Comprehensive plan and backup for service continuity after outage. |
No information available | |
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Auto Failover Seamlessly switches users to backup systems in case of primary failure. |
No information available | |
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Response Time Average time for screen or transaction to load/process. |
No information available | |
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Regular Maintenance Scheduling Planned maintenance that does not interrupt critical user activity. |
No information available | |
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Bug Reporting & Resolution SLA Defined timelines for responding to and fixing reported bugs. |
No information available | |
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User Feedback Loop Allows real users to report issues and suggest improvements. |
Platform targets client engagement and onboarding - user feedback loop is a common requirement for continuous improvement. |
Deployment, Support, and Training
(1 Yes /1 Known /10 Possible features)
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Guided Onboarding Step-by-step instructions for initial setup for users and administrators. |
Guided onboarding is a part of the core proposition of a 'client onboarding' solution. | |
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In-App Tutorials & Help Embedded resources to assist new or returning users. |
No information available | |
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24/7 Help Desk Support Continuous support by phone, chat, or web. |
No information available | |
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Knowledge Base Online repository of FAQs, guides and troubleshooting tips. |
No information available | |
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Dedicated Account Manager Assigned specialist for organizational needs and issue escalation. |
No information available | |
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Flexible Deployment Options Supports cloud, on-premises, or hybrid deployment models. |
No information available | |
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User Role Training Programs Custom training by user function (advisor, admin, client). |
No information available | |
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API Documentation Complete documentation for developers integrating the platform. |
No information available | |
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Test/Sandbox Environment Safe environment for testing new features/configurations. |
No information available | |
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Feedback & Feature Request System Enables users to submit suggestions and requests for enhancements. |
No information available |
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