Investment Navigator
HQ Address
Staffelstrasse 12, 8045 Zurich, Switzerland
Website Address
Business introduction
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
Investment Navigator is solving the compliance and efficiency problems of cross-border banking, product distribution checks and offering management.
We are 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.
Investment Navigator Solutions
Product Navigator
The Product Navigator is modular built to provide financial institutions a maximum of flexibility to make it their true one-stop shop for fund information. We are specialised in accompanying financial institutions on their way to introduce more automatization and digitalization into the fund sales process. The challenge Investment suitability is at the......
business needs
view solutionService Navigator
The challenge What can you do with your clients? An essential question for banks and their client facing staff in a time when regulatory compliant behavior of bank representatives is at the center of attention of regulatory authorities worldwide, especially for banks conducting cross-border business. At the same time, financial service......
