Cross-border & Product Suitability. Digitalized on service & ISIN level.
Investment Navigator makes suitability accessible and understandable by offering banks, asset and wealth managers around the world modular technology-driven solutions as well as holistic consultancy services to add value to advisory and distribution processes.
The company provides suitability guidance with regards to regulatory, tax, product, and offering management specific requirements and restrictions. Established in 2014, the privately-owned business is headquartered in Zurich. In a very short time, Investment Navigator has become the go-to address for suitability, driving the future of compliance and advisory.
Product NavigatorProduct & Cloud Service show product detailhide product detail
"Product Navigator" is our flagship module which provides suitability information on ISIN level for investment products. Regulatory, tax and product specific data and rules are considered to support the advisory and distribution process.
Regularien wie MIFID, AEoI, FIDLEG sorgen seit der Finanzkrise für Komplexität in der Compliance. Die Finanzbranche kann dem nur mit Digitalisierung entgegentreten, zumal Verstösse seitdem auch härter geahndet werden.