Investment Navigator
HQ Address
Staffelstrasse 12, 8045 Zurich, Switzerland
Website Address
Business introduction
We simplify financial advice
Find eligible investments for your clients around the world
We enhance the investment and 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.
Investment Navigator Solutions
Product Navigator
"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....
business needs
view solutionService Navigator
The content of regulatory manuals (behaviour, cross-border, products, tax) is digitized, holistically and accurately combined with the client context, leading to unambiguous service suitability feedbacks....
business needs
view solutionShelf Navigator
Our customised workbench for investment research and offering management units allow instrument selection as well as to maintain and provide very efficiently product recommendation lists....
