Private bankers and Wealth Managers are increasingly marketing products and services across borders within Europe and beyond. They are, therefore systematically facing different business, regulatory and tax environments in various jurisdictions.
With a simple internet connection, the user can now access to Anywealth on the move and generate reports highlighting the regulatory requirements applicable to a particular cross-border situation.
You have the possibility to explore the world map and select available countries you want to work with. For each country, key economic data are provided.
You are able to know which products/activities are permitted for a targeted country, in 3 different business situations: the business is done in the user’s bank country, the business is done remotely, and the business is done in the client’s country of residence.
You have access to a dashboard allowing you to compare different countries according to several criteria. This permits you to define your business development strategy. You are also able to display the information in chart formats in order to simply visualize the countries selected in terms of ease of business.
You are able to bring the valuable information contained in WealthPass wherever you go. As the application offers an online mode as well as an offline mode, all needed regulatory information is ready-to-hand.
For more Information about services, download the brochure below :Download the brochure
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