Discover suitable and tax-efficient investment options effortlessly
Personalise investment strategies for your clients, ensuring cross-border compliance while maximising tax efficiency.
Empowering web and API solutions
Apiax delivers actionable answers on cross-border suitability and tax efficiency of financial instruments that can be consumed through a web application or integrated into any banking system. Our rules-based system is maintained and verified by world-renowned regulatory firms and is powered by the most up-to-date product data from your chosen data provider.
Enrich customer experience
Accelerate cross-border checks and exclusively provide highly beneficial investment opportunities.
Mitigate risks
Protect yourself from regulatory fines and penalties by ensuring product suitability for your clients.
Realise more revenue
Easily find the best investment opportunities and increase your revenue potential.
Unlock the power of cross-border compliance and tax efficiency
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Tailored investment advice
Wealth managers can provide personalized investment advice that is tailored to their clients' needs.
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Model portfolio construction
Investment teams can create model portfolios that meet complex cross-border regulatory and tax requirements.
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Enhanced portfolio management
Portfolio managers benefit from the ability to identify suitable and tax-efficient products, optimising their portfolios.
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Optimal distribution strategies
Asset managers can discover optimal distribution strategies for their products and expand their market and client reach.
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Seamless pre-trade checks
Financial institutions can seamlessly integrate pre-trade compliance checks into their preferred investment tools.
Pick and choose your favourite data provider
Pick and choose your favourite data provider and even combine multiple providers.
Base your decisions on the expertise of leading regulatory firms
Our rules-based system is maintained and verified by the world’s leading regulatory firms.
What clients say about us
Testimonials from customers already using Apiax to offer suitable products.
Gion-André Lutz
Product Manager Investment Products, Raiffeisen
Apiax supports us with an easy-to-use portfolio check solution on financial instrument level, enabling our investment experts to easily identify tax-inefficient investments in a market portfolio without the need for manual clarification or tax handbooks.
Get a live demo
Start scaling your investment and compliance processes today.