We simplify financial advice

Find suitable investments for clients advised from Switzerland

Modular solutions
and consultancy

Understandable
and accessible

Advisory and
distribution intelligence

Services for banks


Investment Navigator offers financial institutions around the world modular technology-driven solutions as well as holistic consultancy services to add value to advisory and distribution processes.

Product

Navigator

Product

Navigator

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"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.

  • Web-Service
  • API
  • Open input architecture

Service

Navigator

Service

Navigator

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This highly anticipated 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.

  • Web-Service
  • API
  • Open input architecture

Investment Navigator

B4B

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Investment Navigator

B4B

Investment Navigator

B4B

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Perfectly for small- and mid-sized banks, Investment Navigator B4B is the optimal blend between customization and standardization. It is an exclusive offering for banks conducting business with UBS.

  • Web-Service
  • API
  • Open input architecture

Target Market

Navigator

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Target Market

Navigator

Target Market

Navigator

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Investment Navigator will support financial institutions to fulfill the MiFID II target market governance requirements with an automated process.

Shelf

Navigator

Shelf

Navigator

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Our customized workbench for investment research and offering management units allow instrument selection as well as to maintain and provide very efficiently product recommendation lists.

  • Web-Service

Tax

Navigator

Tax

Navigator

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The Tax Navigator is a sophisticated add-on module for banks. It provides in-depth tax guidance for a wide range of client domiciles and client situations.

  • Web-Service
  • API
  • Modular add-on

Consulting

Services

Consulting

Services

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We provide holistic consultancy services in the fields of investment advisory, offering management, fund distribution, regulatory compliance for financial institutions, and IT architecture.

  • On demand
  • Independent
  • Success-oriented

Interested? Let’s talk!

Services for FIMs


The tools from Investment Navigator for financial intermediaries are essential to master regulatory requirements and to satisfy highest client expectations.

Investment Navigator

for FIMs

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Investment Navigator

for FIMs

Investment Navigator

for FIMs

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Investment Navigator for FIMs is our tailored offering for independent wealth managers. It is an exclusive offering for FIMs domiciled in Switzerland with an active client relationship with UBS Switzerland AG.

  • Web-Service
  • API

Investment Navigator

for FIMs inside 3rd party software

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Investment Navigator

for FIMs inside 3rd party software

Investment Navigator

for FIMs inside 3rd party software

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Our suitability service for FIMs can also be consumed through Portfolio Management and CRM software solutions. Currently, Assetmax and Insa can connect mutual clients to our suitability service.

  • Platform integrated
  • Web-Service

Modular add-ons


Investment Navigator offers modular add-ons to spice up investment content and to bring your advisory experience to a higher level of sophistication.

Investment Navigator

PRC

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Investment Navigator

PRC

Investment Navigator

PRC

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The Product Risk Classification (PRC) is a key indicator enabling to determine and compare financial risks at instrument and portfolio level in a consistent and comprehensible way.

  • Web-Service
  • API
  • Modular add-on

Unbundling

Unbundling

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Fund look through information (unbundling data), are bringing full transparency into portfolios in terms of positions, structures and economical exposures. Investment Navigator can connect you with a leading unbundling data provider.

  • API
  • Modular add-on

Digital

Advisor

Digital

Advisor

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The Digital Advisor is a sophisticated add-on module to our solutions for banks to support client advisors and fund research units. In an enhanced suitability environment, individual preferences from investors are taken into account. Offered in cooperation with fundinfo.

  • Web-Service
  • API
  • Modular add-on

Research

Research

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Investment Navigator will soon announce a partnership with one of most renowned fund and equity research houses.

  • Web-Service
  • API
  • Modular add-on

Interested? Let’s talk!

About us


«It was such a hassle, so many hours of work could have been used more effectively» – that is what Alberto, our CEO, says about looking for the right fund share classes before he co-founded Investment Navigator in 2014 and solved this issue for good! Truly simplifying financial advice. Together with Julian and Maurus, he created with Investment Navigator a company which provides holistic suitability services beyond products, processes and borders. We believe that the best results are achieved in collaboration with the investment industry. This approach is also reflected in our open architecture philosophy for data and rule inputs. Investment Navigator is your go-to address for suitability, driving the future of compliance and advisory.

In demand

Processing over 1.5 million suitability requests per month

Access agnostic

Accessible through web-service, API, platform empowerment or hybrid installation

Product universe

Investment product universe > 150’000 instruments covering Funds, ETFs, and Structured Products (Equities coming soon)

Open architecture

Open architecture for data and rule inputs

People


Our founders and managing partners have all extensive experience in investment, advisory and technology within global financial institutions and are driven by a strong entrepreneurial spirit. The Navigator crew is a motivated and committed group of professionals from various fields sailing the extra mile for our clients and partners.

Are you keen to join a great team at the heartbeat of RegTech? Explore jobs and career opportunities at Investment Navigator.

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