Apps

Accessible via the browser and powered by the knowledge of leading experts, the Apiax Apps are built to enable easy compliance with global regulations.

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Book a Demo

How it works

The Apiax Apps are easy to use thanks to a plain 3-step process. It has never been easier to get reliable answers to your most pressing regulatory questions.

Sign in to your Apiax account from anywhere

Enter your most pressing regulatory questions

Get clear yes-or-no answers, immediately

Wealth Management

Offering advisory services

The Apiax Cross-Border App offers an alternative to paper-based manuals and compliance training. Through a simple user interface, the app provides clear yes-or-no answers to the most relevant questions in the investment advisory process and even allows to compare results across multiple jurisdictions.

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Book a Demo
Wealth Management

Value-added investment advice

The Apiax Tax App allows assessing the tax impact of investment recommendations. With only a few clicks, it enables the creation of personalised, value-added investment advice and empowers financial institutions to improve their product portfolio.

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Book a Demo
Data Protection

Clarifying inbound requests

The Apiax Data Protection App makes it easy to deal with inbound requests regarding the handling of personal data. Through only a few simple steps, companies are able to efficiently handle requests from business, IT or other units with regards to the transfer of personal information.

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Book a Demo

All the benefits

The various Apiax Apps have been designed to meet the high standards of wealth managers and asset managers and to make it radically simple to comply with global regulations.

Binary answers

Clear yes-or-no answers to your most pressing regulatory questions

Up-to-date rules

Our regulatory rulesets are always kept up-to-date by our content partners

Fast reaction

Apps empower you to instantly react to client requests

Increased confidence

Availability of clear answers means increased regulatory certainty

Low risk exposure

Any-time compliance and minimised risk exposure

Business development

New clients in new markets catered for at the click of a button

Resources

Get more out of Apiax!

E-Book
August 2019
The 5 most common traps in client interactions

In this e-book, we outline five common traps where modern tools can help empower the frontline of your business, case by case.

Guide
August 2019
The comprehensive guide to tax-efficient investing

This guide explains how to turn tax regulations into a competitive advantage.
Whitepaper
March 2018
7 steps to offering compliant and viable investment advice

The fundamental guide to understanding legal implications and predicting accurate tax impact on portfolios.