Investment Navigator

We are providing a one-stop shop for all financial product distribution checks. We are delivering automated unambiguous eligibility outcomes – down to the specific instrument level. Regulatory rules and product specific information and restrictions are efficiently assessed for the domestic and cross-border investment and advisory process.

Cross-Border manual digitization made easy: Streamline workflows which enable internal and even cross-organizational collaboration without compromising on control. Information available in real-time through an anytime, anywhere accessible front-end to check cross-border service suitability.

Our offering management solution is the central maintenance place for a banks’ approved product universe. It enables the creation of suitable recommendation lists across markets and segments, as well as to store and distribute product research knowledge and content effective and systematically.

Checks to master sustainable finance regulation (e.g. SFDR, MiFID) and to detect and prevent greenwashing.

Checks to assess tax harmfulness of a financial product.

Check the availability of product documents mandatory to provide to a client.