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 center of attention of the current regulatory waves. Full compliance without blind spots across product shelves and behavioral conduct is going to be the new normal driven by regulatory pressure. Fulfilling the domestic and international requirements can be challenging, but also a great opportunity for new and better business.

The solution
The Product Navigator is a one-stop shop for investment fund information. Our proprietary entanglement logic of client context, rules and product data leads to automated unambiguous suitability answers – even down to the specific instrument level. Regulatory rules, tax factors and product specific information and restrictions are efficiently assessed for the domestic and cross-border investment and advisory process.