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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.
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.
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.
Clear yes-or-no answers to your most pressing regulatory questions
Our regulatory rulesets are always kept up-to-date by our content partners
Apps empower you to instantly react to client requests
Availability of clear answers means increased regulatory certainty
Any-time compliance and minimised risk exposure
New clients in new markets catered for at the click of a button
In this e-book, we outline five common traps where modern tools can help empower the frontline of your business, case by case.
This guide explains how to turn tax regulations into a competitive advantage.
The fundamental guide to understanding legal implications and predicting accurate tax impact on portfolios.