INVESTMENT SUITABILITY CHECKS

Provide suitable investment solutions to any client globally

Offer suitable investments without compromising speed and quality of investment advice.

cross inside red circleProblem

Financial institutions are struggling to offer their customers investment products that meet suitability requirements without impacting the speed of their services or the scope of their offerings.

checkmark inside green circleSolution

Apiax provides instant answers on global cross-border, investment product and tax requirements to empower financial institutions to deliver tailored, compliant investment advice.

Enabling financial service providers to focus on what’s important

map highlighting suitable investment solutions
Maximise offering

Find more products that meet client’s suitability requirements.

Cover more markets

Understand requirements across more jurisdictions to reach more clients.

Speed up time to market

Bring down time used for suitability checks on instrument-level.

Add value

Realise the most tailored and value-added suitable offers.

How we create value for financial institutions globally

Embedded compliance

Embed actionable compliance knowledge into any team, tool or process.

Trusted content

Tap into the regulatory knowledge of the world’s leading law firms.

Broadest coverage

Cover all of your most pressing regulatory issues with Apiax.

Enterprise-ready

Approved by the world’s most sophisticated financial institutions.

Questions about how Apiax can fit into your business?

Our team can help you find the right solution. Fill out the form and we’ll get in touch shortly.

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