Instant answers to inform the right market moves
The Apiax Apps bring embedded compliance into every decision at any team, thanks to actionable binary answers to client scenarios for any jurisdiction. All within a few clicks.
How it works
Getting reliable answers to the most pressing business questions now comes with embedded controls according to the latest financial regulations
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Get clear yes-or-no answers, immediately
Cross-Border Compliance app
Provide multimarket investment expertise with ease
The Cross-Border Compliance app supports the day-to-day of wealth- and asset managers with side by side comparisons of different product scenarios across multiple jurisdictions. By covering a wide range of activities – from investment advice to fund distribution and brand marketing – the app gives clear yes-or-no answers and detailed remarks wrapped up in a simple user interface.
Data Processing app
Cut through the noise of global data processing rules
The app makes it easy for different stakeholders to keep activities fully compliant whenever collecting, using, storing and handling personal data is involved. From client-facing to marketing, HR or IT – any team can understand what data processing requirements apply to any scenario in only a few clicks.
Client Onboarding app
Ready to onboard in minutes with shareable checklists
Instead of weeks lost in feedback loops, relationship managers can now prepare for complex onboarding processes in an instant. The client onboarding app aggregates granular checklists by roles with detailed document requirements and remarks. All neatly organised on a single password-protected screen that advisors can share with anyone.
All the benefits
We offer a growing portfolio of apps for wealth- and asset managers who want to serve more clients and sell more products while verified compliance controls embedded in their tools take care of the rest.
Binary answers
Clear yes-or-no answers about the restrictions to your most pressing market decisions
Fast reaction
Apps empower you to instantly address 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
