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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" 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.
The tools from Investment Navigator for financial intermediaries are essential to master regulatory requirements and to satisfy highest client expectations.
Our suitability service for FIMs can also be consumed through Portfolio Management and CRM software solutions. Currently, Assetmax, Insa, Evolute, Alphasys Netfolio and WealthArc can connect mutual clients to our suitability service.
Investment Navigator offers modular add-ons to spice up investment content and to bring your advisory experience to a higher level of sophistication.
We enhance the investment & advisory value chain from research to distribution with suitability assessments; solving the cross-border distribution, product and tax suitability issues of financial service providers. The entanglement of client context, rules and data leads to our automated unambiguous suitability answer – even down to the specific instrument level. On whatever platform you work, insist on Investment Navigator suitability.
Processing over 1.5 million suitability requests per month
Accessible through web-service, API, platform empowerment or hybrid installation
Investment product universe > 150’000 instruments covering Funds, ETFs, and Structured Products
Open architecture for data and rule inputs
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.