Simplifying financial advice for Wealth Managers

Investment Navigator AG

Incorporated

20.08.2014

Headquarters

Zürich

Support

As a digital partner to wealth managers, the firm supports financial service providers in Swiss and transnational advisory processes.

Together with its financial partners, Investment Navigator offers web-based technology platforms that set new standards in terms of transparency and efficiency in the advisory process.

Its core product is a public information platform, investmentnavigator.com, a Swiss FinTech innovation which supports banks and asset managers in the selection of financial products by enabling them efficiently to fulfil a wide range of Swiss and transnational regulatory requirements.

Investment Navigators’ strategic partner fundinfo AG is a leading supplier of fund documents and data.