inApp Asset Management
CROSS-BORDER
ASSET MANAGEMENT
What makes inApp Asset Management so powerful?
inApp Asset Management provides clear, jurisdiction-specific insights into what asset management activities are permitted covering licensing, product registration/passporting, marketing, advisory, and distribution setup.
It covers both licensing and product registration/passporting aspects, helping clients navigate key topics such as:
- Brand advertisement and company representation
- Marketing investment strategies and products
- Engaging with local intermediaries and resellers for the purpose of setting up (and extending) a distribution network
- Offering portfolio management and advisory services
- Marketing of services and mandates (such as discretionary asset management and advisory services).
60+ jurisdictions for asset management services.
Covers licensing, product registration/passporting, and key business activities such as brand promotion, portfolio management, and marketing strategies.
Supports engagement with local intermediaries and resellers to establish and expand global distribution networks.
Fully mobile responsive for seamless use on any device smartphone, tablet, or desktop.
A stand-alone, cloud-based solution hosted in Switzerland.
KEY PARTNERS
FAQ
inApp Asset Management provides clear, jurisdiction-specific insights into what asset management activities are permitted covering licensing, product registration/passporting, marketing, advisory, and distribution setup.
It covers both licensing and product registration/passporting aspects, helping clients navigate key topics such as:
- Brand advertisement and company representation
- Marketing investment strategies and products
- Engaging with local intermediaries and resellers for the purpose of setting up (and extending) a distribution network
- Offering portfolio management and advisory services
- Marketing of services and mandates (such as discretionary asset management and advisory services).
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Asset Managers: To identify which cross-border activities such as fund marketing and client engagement are permitted in each jurisdiction.
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Portfolio Managers: To understand where and how they can offer portfolio management and advisory services internationally.
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Legal & Compliance Professionals: To verify licensing and passporting requirements, ensuring all activities remain within regulatory boundaries.
inApp Asset Management covers 60+ jurisdictions and is continuously updated by BRP experts to reflect the latest regulatory changes.
Absolutely. The solution is fully mobile responsive and accessible from any device desktop, tablet, or smartphone.
TALK TO AN EXPERT
Do you have further questions? No problem!
Contact us by phone, email or contact form – together, we will clarify all open questions and advise you on the optimal training solution for your company.