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Investment Navigator and additiv simplify investment advisory compliance

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by additiv
| 06/10/2021 12:00:00

Zurich, 6 October 2021: Investment Navigator has confirmed that additiv customers can now access its full range of cross-border and product distribution suitability solutions through additiv’s DFS platform.

additiv, a leading SaaS and embedded finance provider to the wealth management industry, is integrating Investment Navigator’s advanced services to address the essential requirement for wealth managers to comply with stringent regulatory requirements.

The increasing regulatory requirements for the provision of banking services and the distribution of financial products require the simultaneous assessment of compliant cross-border business activities, product distribution rules and tax-related checks.

The joint solution addresses the need for reliable information on investment restrictions at the point of advice by offering an unambiguous suitability answer at instrument level.

Alberto Rama, co-founder and CEO of Investment Navigator, said:

“Partnering with additiv is a natural collaboration. additiv are highly vocal about the need to simplify the advisory process. Unlike many other suitability service providers, Investment Navigator is truly independent. Our clients are not locked in and limited to the input of a specific rule-set provider, but we are rather giving them the freedom and flexibility that is needed to succeed over the long run in a rapidly changing world.”

Alberto added:

“Combining Investment Navigator’s capabilities for automated suitability assessments with additiv’s award winning DFS platform is a major achievement in the move to support both traditional investments and their clients but also the new breed of investors that are emerging through the embedded finance opportunity in wealth management.”

Michael Stemmle, founder and CEO of additiv, said:

“A seamless advisory process, is a major focus for our customers.  Many operate in multiple jurisdictions and need support across all asset classes.  They need a holistic, seamless experience that allows them to do what they do best – focus on advice and their clients.”

Michael continued:

“Collaborating with Investment Navigator was the obvious solution to ensure that our financial institution customers avoid any cross-border distribution, product and tax suitability issues.  Connecting seamlessly to our intelligent orchestration platform through RESTful-API’s, it adds value to the advisory and distribution process; automatically assessing regulatory, product-specific as well as tax requirements and restrictions.  It offers an essential approach at a time when banks need any worries associated with regulatory compliance removed.”

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About additiv
Established in 1998, additiv partners with leading companies across the world to help them capitalize on the possibilities of digital wealth and investment management.

additiv’s DFS® omnichannel orchestration platform is a system of intelligence for wealth management. It supports wealth managers looking for best-in-class Software-as-a-Service (SaaS) to deliver better engagement at greater scale. It enables financial institutions to access new distribution channels through a Banking-as-a-Service (BaaS) model. And it allows banking and non-banking providers to embed wealth services into their proposition.

Headquartered in Switzerland, with regional offices in Singapore, UAE, Germany and Kenya, additiv is supported by a global ecosystem of partners.

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About Investment Navigator
Investment Navigator provides wealth managers with clear, real-time suitability answers. Automation brings greater security to the investment and advisory process on regulatory, product-specific and tax requirements and restrictions. Founded in 2014 and headquartered in Zurich, Switzerland, the private company is also present in Asia with a Singapore office and has been part of the 2019 FinTech Innovation Lab London run by Accenture.