Atfinity Secures Back-to-Back WealthBriefing Awards for Onboarding
In 2024, Atfinity was honored to win the WealthBriefing award in the category for onboarding. And this year shows that it wasn’t just luck - as we proved once again that we offer the best onboarding solution in the industry!
Therefore, in this article, I’d like to sum up what winning the WealthBriefing award means for Atfinity, what has changed since last year, and what you can expect from Atfinity in the future.
What the 2025 WealthBriefing Award means for Atfinity
Winning the WealthBriefing award for the second year in a row in the category for onboarding serves as an important proof that our solution is what the industry needs. This not only assures us that we’re on the right path but also emboldens us to make ever bigger leaps in the future!
On the topic of Atfinity’s victory, Stephen Harris, the CEO of ClearView Financial Media and publisher of WealthBriefing, stated:
The winner of this category was selected for transforming wealth management onboarding, this innovative platform streamlines complex processes with no-code adaptability, seamless integration, and guided journeys for HNW and UHNW clients. Its user-friendly, customisable solutions ensure efficiency, compliance, and an exceptional client experience.
We plan on making each one of these points even more pronounced in the future, so that all of Atfinity’s clients can stay compliant at all times, have a solution that matches their needs exactly, and offer the best user experience in the market.
What has changed since WealthBriefing 2024
Since Atfinity’s WealthBriefing award in 2024, we’ve seen improvements in many areas. Since constantly improving is essential for maintaining the title of the best onboarding solution, I’d like to quickly go over some of the major upgrades we’ve implemented since last year.
- Complete UI overhaul: Version 14 of Atfinity featured the biggest design overhaul we’ve had so far. Namely, we focused on making the dashboard a lot more intuitive and clean, with a separate design for the overview page and individual cases. Along with dozens of smaller tweaks, this ensures that our software lives up to the title of a modern fintech solution.
- UX improvements: Similarly, we added a number of new features and tweaks to enhance the feeling of using Atfinity. Among the notable improvements are custom insight dashboards, advanced filters, dynamic text boxes, text conditions and styles, and case recovery.
- Software optimisation: 2024 was also a big year for Atfinity when it comes to technological achievements and academic collaboration. Namely, working alongside the ZWAH School of Engineering in Zurich, we significantly optimised our data parsing and configuration process.
- Growing our network: Since last year, Atfinity has continued to grow! This relates to both our ever-expanding team as well as key partnerships with other market-disrupting fintechs such as SaaScada and Tagit.
- Gaining more experience: Lastly, Atfinity’s list reach has only continued to expand, allowing us to grow into new jurisdictions and secure new key clients.
What's next for Atfinity?
Just as we’ve improved from last year to now, we plan to innovate even more by next year! While we can’t disclose all of our plans just yet, our general goals will be to:
- Develop even more impressive applications of AI (more on this in version 15 of Atfinity)
- Further streamline key processes, making things faster and easier to use
- Grow our presence in key jurisdictions, such as the United Arab Emirates, the UK, Singapore and Luxembourg
- Keep expanding both our team and our network
So, by the time WealthBriefing 2026 comes around, we will be ready to once again fight for the number one spot for onboarding as well as other categories. Therefore, I advise keeping an eye on Atfinity in the near future.
If you want to experience an award-winning onboarding solution, get in touch with us by just clicking the button below.
