Investment Navigator delivers reg-tech solution for EFG International to automatize suitability assessment of services and products.

Reliable information on service and investment restrictions, especially in the context of cross-border banking, has become essential for wealth managers to comply with international legislation. Leading Swiss FinTech Investment Navigator has been selected by EFG to further enhance its compliance framework and to automate suitability assessments of its services and products. The Investment Navigator solution includes product distribution eligibility checks on ISIN level for Mutual Funds, ETFs and Structured Products as well as the full digital compliance guidance on cross-border business activities.

The Investment Navigator solution capabilities will be integrated into EFG’s existing platforms for advisory, discretionary and execution only businesses worldwide, with the first Investment Navigator web-application having been rolled-out in Switzerland this January.

“We are very proud to serve EFG. The mandate to include our automated suitability assessments for pre-advice, pre-trade and post-trade checks into the EFG platforms highlights once again that our solution can reliably and efficiently replace error-prone manual processes.” says Julian Köhler, co-founder and chairman of Investment Navigator.

About Investment Navigator

Investment Navigator pioneered wealth-tech in 2014 by providing suitability assessments with clear outcomes and rationales on ISIN-level. Since then, the company constantly innovated and expanded its service scope to holistic offering management solutions in close collaboration with its renowned customers around the world. Investment Navigator is privately-owned and headquartered in Zurich.

About EFG International

EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. EFG International’s group of private banking businesses operates in around 40 locations worldwide. Its registered shares (EFGN) are listed on the SIX Swiss Exchange.

Please find here the press release to download in English and German.

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