Solution introduction

Deliver suitable wealth management products and services to clients globally

Provide the right services and products to more clients in more countries, and faster

A growing number of regulations discourage financial institutions from doing business globally and increase costs and risks for ambitious wealth managers.

Apiax provides answers to wealth managers' most pressing regulatory questions, enabling them to realise more business opportunities, while keeping costs low and risks under control.

Apiax: An introduction to Apiax and its offering to the wealth management market

Compliance & Regulation, Digital Platforms & Tools, Risk Analysis & Management

07/12/2020

In this first of two video interviews in our new short series with Zurich, Switzerland-headquartered RegTech firm Apiax, we spoke with Alan Blanchard, Business Development (UK) at Apiax.  Alan provided us......

Features

Apiax enables wealth managers to focus on what’s important:

Serve more clients
Retrieve regulatory requirements across jurisdictions at the click of a button.

Book more meetings
Realise more client meetings with easy access to regulatory restrictions.

Offer added value
Provide tailored services and advise in the most highly regulated products.

Reduce risks
Understand the do’s and don’ts to avoid regulatory and reputational risks.

Benefits

How we create value for wealth managers globally:

  • Embed actionable compliance knowledge into any team, tool or process.
  • Tap into the regulatory knowledge of the world's leading law firms.
  • Cover all of your most pressing regulatory issues with Apiax.
  • Approved by the world's most sophisticated financial institutions.

Key Data

Year launched
2017
Type of Clients
  • Asset Managers
  • Bank Wealth Managers

Apiax for Wealth Managers

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