Avoid all restrictions and regulations. A holistic approach on “know your products” goes beyond content…

Our clients, the center of our efforts. “Europe’s financial sector must lead the green transition…

Restrictions, regulations, our expertise. A holistic investment advisory approach does not ignore regulations and restrictions.…

Insist on Investment Navigator Suitability. here are many good reasons why world-leading investment advisory platforms…

All about our Fund Eligibility App. Being onboarded to their Eikon App Studio is a…

Part of our client onboarding process. What is rule engineering? It certainly plays a very…

Is our solution fit enough for it? Is your solution fit for Asia? We asked…

Available for the Spanish market. Last week, we have launched the beta version of our…

Faster, better than manual checks. The automated assessments in our Fund Eligibility app on Eikon…

Learn what are all the benefits. “The eligibility assessment of an investment product has become…

Celebrating our first anniversary. Happy first birthday to our free to use fund eligibility information…

Governing product sales restrictions. Worldwide financial service providers deal with increased regulatory enforcement actions regarding…

Much more than a strong user base. Shout-out and a big thanks to the ten…

More than a buzzword for us. Open architecture is more than buzzword for us. But…

Highest page views rate since go-live! Our free-to-use platforms for Switzerland and Hong Kong are…

We are now available in Eikon, Refinitiv. Our app in Eikon is live! With great…

We explain the use case in just minutes. Investment Navigator uses machine learning technology, what’s…