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SwitzerlandHong KongSpainRequest a demoInvestment 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" 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.
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.
The web-based Fund Compass platform of Clearstream Fund Centre can be enhanced with our cross-border product distribution capabilities.
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.
Our "Fund Eligibility" app is now available in the Refinitiv Eikon App Studio.
The tools from Investment Navigator for financial intermediaries are essential to master regulatory requirements and to satisfy highest client expectations.
Investment Navigator for FIMs is our tailored offering for independent wealth managers.
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.
Investment Navigator offers modular add-ons to spice up investment content and to bring your advisory experience to a higher level of sophistication.
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.
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.
The systematic integration of the ESG product performance into the advisory and investment value chain.
Unlock the last mile with the plug & play solution from Confinale & Investment Navigator for Avaloq banks.
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.
Processing over 1.5 million suitability requests per month
Accessible through web-service, API, platform empowerment or hybrid installation
Investment product universe > 150’000 instruments covering Funds, ETFs, and Structured Products
Open architecture for data and rule inputs
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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Partnership
The two Swiss-based tech companies are partnering to simplify investment advisory compliance for wealth managers.
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