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.
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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.
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.
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.
Clear yes-or-no answers about the restrictions to your most pressing market decisions
Kept always up-to-date with the latest laws by Apiax regulatory partners and consultants
Apps empower you to instantly address 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