Investment Navigator
Curated by SignalWealth management software suite simplifying financial advice and investment eligibility.
Overview
Investment Navigator is a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors. The platform incorporates various fintech tools, such as customer relationship management (CRM) features, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. It is designed for financial intermediaries, including independent wealth managers and Avaloq banks, and seeks to address the complexities associated with financial advice and investment eligibility. The suite includes modular products, notably the 'Product Navigator,' which assists in meeting regulatory compliance while offering tailored investment strategies. Additionally, the platform's application programming interface (API) allows for integration with external services, potentially improving operational efficiency and client engagement.
Key facts
- Founded
- 2014
- Headquarters
- Zurich, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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