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Bring the right products.
To the right clients.
In the right way.

Solving the compliance and efficiency problems of cross-border banking, product distribution checks and offering management.

For all financial service providers.

Get a taste of what we can do for you. Visit our global public platform.

Increase efficiency,

reduce risks,

save time.

PRODUCTS

Product distribution checks.

We are providing a one-stop shop for all financial product distribution checks. You get automated unambiguous eligibility outcomes – down to the specific instrument level. For Funds, ETFs, Structured Products, Equities, Bonds, and other financial products. Regulatory rules and product specific information and restrictions are efficiently assessed for the domestic and cross-border investment and advisory process. This also includes ESG, tax and document checks as well as your own offering rules. Always tailored with our legal and investment product specialist for best-practice insights. 

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Cross-border
digitalization.

The digitalization of your cross-border manuals made easy. Our cross-border solution streamlines workflows which enable internal and even cross-organizational collaboration without compromising on control. Cross-border service information is available in real-time through an anytime, anywhere accessible front-end for desktop and mobile. The digitized content is also available via API for seamless integration in other applications. 

PRODUCTS

PRODUCTS

Fund selling
restrictions.

At the heart of our eligibility solutions is this Investment Navigator exclusive data set. We are sourcing product distribution restrictions directly from the legal documentation for more than 110’000 mutual funds and ETFs. 

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WHY INVESTMENT NAVIGATOR

Uncompromised

independence.

Unrivalled

expertise.

Investment Navigator is a Swiss FinTech company, privately owned and independent from any rule-set or data provider. Our flagship service, the provision of real-time rule-based eligibility assessments for investment funds with clear outcomes and rationales on ISIN-level, was launched in 2014. Today, we are offering a modular eco-system-like infrastructure of tech-driven solutions that allows financial institutions to navigate through oceans of regulation, supporting them to conduct compliant business across all products, services and offerings worldwide.  

Our team, led by the company founders Alberto Rama, Julian Köhler and Maurus Fries, has an unmatched track-record of industry expertise. All our client partners have multi-year experience in investment distribution at market leading financial institutions. 

We are headquartered in Zurich with representations in London, Madrid and Singapore. 

COMPANY

Servicing

20

Private Banks

30

Asset Managers

50

Swiss FIMs

20

Specialists

PARTNERS

Strategic

partners

While we are independent, we are not alone. Since the beginning, we are well connected to leading asset managers and have established over the years a strong best-in-class partner network.  

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