Instant answers to complex regulatory requests
Integrated into your system or 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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How it works
Getting reliable answers to the most pressing regulatory questions has never been faster.
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Cross-Border Compliance app
Compliant advisory services for international clients
The Apiax Cross-Border Compliance 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 the comparison of results across multiple jurisdictions.
Tax Impact app
Maximise results with deep local tax knowledge
The Apiax Tax Impact 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.
Data Transfer app
Cut through the thicket of global data protection rules
The Apiax Data Transfer 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.
All the benefits
A growing portfolio of apps 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
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
Resources
Get more out of Apiax!
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.
The comprehensive guide to tax-efficient investing
This guide explains how to turn tax regulations into a competitive advantage.
Wealth Management
Whitepaper
7 steps to offering compliant and viable investment advice
The fundamental guide to understanding legal implications and predicting accurate tax impact on portfolios.
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