Swiss regtech company Indigita SA has developed inApp Products. The solution supports asset managers, financial planners and portfolio managers in assessing the product placement rules of an entire product portfolio for different geographical markets.
Navigating the complex landscape of cross-border financial product placement has always posed significant compliance challenges. Each country has its own unique regulations, making it difficult for financial institutions to ensure their investment proposals are compliant based on a client's place of residence. In response to this industry need, inApp Products provides a comprehensive tool that delivers real-time, compliance-focused answers for over 120 countries. The product placement data comes from the Country Manuals of Indigita’s trusted mother company, BRP Bizzozero & Partners SA.
Key Features of inApp Products:
Intuitive Interface: Users can define scenarios and client qualifications, input ISIN codes, and specify relevant countries of residence to receive instant visual overviews by product and country.
Real-Time Compliance Insights: The tool evaluates product suitability on a five-point scale, considering licensing requirements and providing detailed comments and required documentation, including private placement exemptions.
Marketing Compliance: The Marketing-dedicated tab offers insights into the marketing and promotion requirements of financial products.
Advanced Filtering and Comparative Views: Users can quickly identify suitable products, perform country comparisons, and compile tailored recommendation lists, enhancing decision-making efficiency.
Exportable Results: For added convenience, users can export their findings into an Excel file, facilitating seamless integration into their workflow.
InApp Products is part of Indigita’s expanding portfolio of digital solutions tailored for private banking and wealth management. Hosted on a secure Swiss cloud infrastructure, the application requires no integration and can be accessed from any device at any time, ensuring maximum flexibility and security.
For more information about inApp Products, please visit: https://www.indigita.ch/inapp-products