We are constantly enhancing the proposition of our suitability service based on regulatory changes, user feedbacks and market demand. Our latest update of the Swiss public platform and our solution for independent wealth managers (Investment Navigator for FIMs) introduced amongst other features the new FinSA investor classification scheme as well as additional ESG data and filters.

Get a first impression from our service by visiting the free-to-use Swiss platform here and talk to us for a solution demo.