Investment Navigator AG

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.

Staffelstrasse 12
8045 Zürich
Schweiz

clientsupport@investmentnavigator.com
http://www.investmentnavigator.com

Products

Product Navigator Product & Cloud Service show product detailhide product detail

Price:
On request
Version:
N/A
Description:
"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.
Technology:
N/A
Categories:
Risk Management, Sales Management, Banking Systems
Link:
https://public.investmentnavigator.com

Service Navigator Product & Cloud Service show product detailhide product detail

Price:
On request
Version:
N/A
Description:
This brand new module digitizes the content of regulatory manuals (behavior, cross-border, products, tax), making service suitability guidance intuitively available to your staff everywhere, anytime.
Technology:
N/A
Categories:
Risk Management, Banking Systems, General Sales
Link:
http://www.investmentnavigator.com

Investment Navigator for FIMs Product & Cloud Service show product detailhide product detail

Price:
On request
Version:
N/A
Description:
"Investment Navigator for FIMs" is our tailored offering for independent wealth managers.
Technology:
N/A
Categories:
Risk Management, Banking Systems, Sales Management
Link:
http://www.investmentnavigator.com