The fastest way to answer complex and
country-specific Succession cases
Every wealth manager is dealing with dozens of difficult Succession cases every year. And still, most financial institutions are struggling with complex situations such as the death of a client domiciled abroad.
Relationship managers do not know who is entitled to obtain information about the client relationship.
Business relies on unclear or outdated legal information from previous Succession cases.
It is unclear which country-specific legitimating documents involved parties must present.
Legal teams spend precious budget on clarifying Succession requirements with local lawyers on a case-by-case basis.
Access up-to-date and verified Succession information and document samples
for 50+ jurisdictions through our easy-to-use Assistant App.
Learn within seconds who is entitled to obtain information about the client relationship.
Business and legal teams can rely on verified legal information even for complex succession cases.
Understand which country-specific legitimating documents involved parties must present and access sample documents.
Save time and resources by subscribing to a cost-efficient legal service.
Access guidance maintained by leading regulatory providers through our digital Succession Assistant App.
Solve your Succession cases based on verified and highly detailed legal information for 50+ jurisdictions.
Determine who is entitled to disposition rights (e.g. heirs, executor, notary or others) and understand which legitimating documents the involved parties must present (incl. local term, formal requirements).
Access sample documents for most countries and instantly clarify the legitimacy of documents presented to you.
Guidances can be queried in all major languages, including simplified Chinese.
Where business users have access to the Succession Assistant App, legal teams can optionally review answers provided through a verification workflow.
Enterprise-ready security infrastructure with history and audit log functionality. Also, your requests will never be used for the training of large language models.
Provide employee access to up-to-date Succession guidance through a web-based Assistant App answering complex Succession questions within seconds.
Access sample documents and manage access rights for your organisation at a granular level.
Monitor usage of the Succession Assistant App across different teams. Review and verify answers, train the result quality and rely on our full audit trail, ready for auditors and regulators.
Integrate the Succession Assistant App into existing business processes and tools via API.
Leaders in financial services, compliance and technology.
Contact us now and learn more about the Apiax solution.