Flag regulatory and tax implications for investment managers right in the tools they already use.
Fragmented, inaccessible compliance knowledge prevents investment managers from ensuring suitability of investment recommendations, avoiding tax-harmful investments and understanding restrictions when clients are abroad.
Apiax provides investment managers with regulatory and tax insights right in the tools they already use, enabling them to respond faster to customer needs and market developments while staying compliant.
Apiax’ embedded regulatory compliance software allows your team to do more activities that are compliant faster.
Execute client trades immediately without skipping the compliance checks.Read more
Provide suitable investment solutions to any client globally.Read more
Use tax impact information to offer tax-efficient products and services.Read more
Financial institutions using embedded compliance grow revenue and act faster while reducing manual processes and compliance risks.
Apiax integrates seamlessly with leading tools in the investment management world.
Start embedding compliance into your applications and processes with Apiax today.
DOWNLOAD NOW >> The Guide to Embedded Compliance (2023 Edition)