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Resources

In-depth coverage of some of the most pressing topics in compliance and RegTech

Here you find all our resources published to date. If on the lookout for an easy-to-digest piece of content, go for our e-books. Should you be the type who prefers a longer read, you’re in safe hands too. Our whitepapers and guides provide a comprehensive view of the topics we cover.

E-Books & Infographics

Get your e-book or infographic now!

Asset Management
E-Book
3 steps to turning compliance into a business enabler in fund distribution

In this e-book, we walk you through 3 steps on how to avoid regulatory misinterpretation to distribute funds at their full capacity.

Wealth Management
E-Book
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.

Business Continuity
Infographic
Business continuity in compliance

Download this infographic to learn more about the key challenges financial institutions face in keeping compliance units operational.

Wealth Management
Infographic
How to master Brexit

How can wealth managers and asset managers solve their Brexit headaches in cross-border banking? We list the common pain points and why it is time to look into digital cross-border solutions.

Whitepaper

Get your whitepaper now!

Wealth Management
Whitepaper
Why you should use machine-readable rules

In this whitepaper we show solutions to compliance challenges occurring while working with robo advisors and digital wealth management solutions.

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.

Tax
Whitepaper
How to turn tax into a competitive advantage

In this whitepaper, we demonstrate how financial institutions can use digital tax information to provide viable investment advice, profitable portfolios and personalised investment products.

Guides

Browse through our comprehensive RegTech guides!

Regulations
Guide
Regulatory overview: MiFID, GDPR, Fidleg and more

Digital compliance tools that help master MiFID II, GDPR, FinSA, FinIA and more

RegTech
Guide
The ultimate guide to RegTech (2020 edition!)

What is RegTech, really? This ultimate guide provides a 360 degree view of the RegTech landscape.

Wealth Management
Guide
The definitive guide to digital cross-border compliance

In this guide, you’ll learn everything you need to know about mastering cross-border compliance in the digital age.

Tax
Guide
The comprehensive guide to tax-efficient investing

This guide explains how to turn tax regulations into a competitive advantage.

Contributions & Reports

Check out our contributions!

Business Continuity
Contribution
Business continuity in compliance

This letter from Apiax co-founder Ralf Huber shows how to manage crisis situations with a unified repository, easy accessibility and and seamless collaboration.

Wealth Management
Contribution
Dangers of allowing compliance to become a black box

Gain essential insights on technology traps wealth managers must avoid reading our chapter in this years WealthBriefing report.

RegTech
Contribution
Optimising the role of the compliance officer

Read more on how RegTech can optimise the role of compliance officers first published on FinTech Finance in December 2019.

Digital Compliance
Contribution
Yesterday's practices for tomorrow's banks?

Find out how compliance can improve the competitive edge first published on Thomson Reuters in October 2019.

Data Protection
Report
Hubbis Report

Get exclusive access to this survey and find out why regulatory requirements around data processing are a huge challenge.

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2021 © Apiax AG. All rights reserved.

Source of our Name The name Apiax reflects that we understand ourselves as an API-first company and that our clients are ‘ax’-ing (colloquial expression for ‘asking’) our API for regulatory information.

Whilst RegTech automatically solves and implements routine inquiries, compliance officers are empowered to focus on their core business objectives: manage risks on a strategic level and seize opportunities.

Ralf Huber, Co-Founder, Legal & Compliance

We help you master complex financial regulations digitally.

Thank you.