Company
Investment Navigator AG
Incorporated
August 2014
Headquarter
Zürich
Support
Simplifying financial advice for Wealth Managers
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.