Success stories
Raiffeisen ensures tax-efficiency of discretionary mandates with Apiax
To ensure tax efficiency of their discretionary mandates, Apiax enables Raiffeisen with a periodic portfolio check covering all relevant markets.
MBaer offers advisory services in more countries with Apiax
To offer its unique banking services globally, Apiax provides MBaer Merchant Bank with clear guidance on its most pressing regulatory issues in the advisory business.
"Together with Apiax, we developed a tailor-made, global solution for Credit Suisse, that ensures seamless product applicability checks within our existing core advisory and trade execution tools. We have seen substantial benefits on both the user experience and risk management side."
Michael Gassmann, Program Manager Applicable Offering
"Apiax supports us with an easy-to-use portfolio check solution on financial instrument level, enabling our investment experts to easily identify tax-inefficient investments in a market portfolio without the need for manual clarification or tax handbooks."
Gion-André Lutz, Product Manager Investment Products
Kendris boosts onboarding speed with Apiax
To onboard complex client structures more efficiently, Apiax provides Kendris with a dynamic, shareable list of AML identification and beneficial owner verification requirements.
Swisscom enables compliant crypto transactions with Apiax
To empower their automated crypto compliance services, Apiax provides Swisscom with instant answers from a bespoke crypto AML ruleset.
A technology investment that pays off
5x
80%
8x
Getting started is easy
Start embedding compliance into your applications and processes with Apiax today.
