We simplify financial advice

Find eligible investments for your clients around the world

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Our solutions

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

Product

Navigator

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"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.

  • Web-Service
  • API
  • Core-banking adapter

Service

Navigator

Service

Navigator

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This highly anticipated brand new module digitizes the content of regulatory manuals (behavior, cross-border, products, tax), making service suitability guidance intuitively available to your staff everywhere, anytime.

  • Web-Service
  • API
  • Open input architecture

Investment Navigator

+ UBS Fondcenter

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Investment Navigator

+ UBS Fondcenter

Investment Navigator

+ UBS Fondcenter

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The web-based Fund Compass platform of UBS Fondcenter can be enhanced with our cross-border product distribution capabilities.

  • Web-Service
  • Open input architecture

Shelf

Navigator

Shelf

Navigator

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Our customized workbench for investment research and offering management units allow instrument selection as well as to maintain and provide very efficiently product recommendation lists.

  • Web-Service

Fund Eligibility App

on Refinitiv Eikon

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Fund Eligibility App

on Refinitiv Eikon

Fund Eligibility App

on Refinitiv Eikon

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Our "Fund Eligibility" app is now available in the Refinitiv Eikon App Studio.

  • Eikon

The tools from Investment Navigator for financial intermediaries are essential to master regulatory requirements and to satisfy highest client expectations.

Investment Navigator

for FIMs

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Investment Navigator

for FIMs

Investment Navigator

for FIMs

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Investment Navigator for FIMs is our tailored offering for independent wealth managers.

  • Web-Service
  • API

Investment Navigator

for FIMs inside 3rd party software

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Investment Navigator

for FIMs inside 3rd party software

Investment Navigator

for FIMs inside 3rd party software

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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.

  • Platform integrated
  • Web-Service

Investment Navigator offers modular add-ons to spice up investment content and to bring your advisory experience to a higher level of sophistication.

Investment Navigator

PRC

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Investment Navigator

PRC

Investment Navigator

PRC

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The Product Risk Classification (PRC) is a key indicator enabling to determine and compare financial risks at instrument and portfolio level in a consistent and comprehensible way.

  • Web-Service
  • API
  • Modular add-on

Unbundling

Unbundling

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Fund look through information (unbundling data), are bringing full transparency into portfolios in terms of positions, structures and economical exposures. Investment Navigator can connect you with a leading unbundling data provider.

  • API
  • Modular add-on

ESG

Suitability

ESG

Suitability

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The systematic integration of the ESG product performance into the advisory and investment value chain.

  • Web-Service
  • API
  • Modular add-on

Core banking

adapter

Core banking

adapter

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Unlock the last mile with the plug & play solution from Confinale & Investment Navigator for Avaloq banks.

  • Core banking adapter
  • Modular add-on

Interested? Let’s talk!

About us


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.

In demand

Processing over 1.5 million suitability requests per month

Access agnostic

Accessible through web-service, API, platform empowerment or hybrid installation

Product universe

Investment product universe > 150’000 instruments covering Funds, ETFs, and Structured Products

Open architecture

Open architecture for data and rule inputs

Strategic Partners

People


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.

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Network Partners