Investment Navigator

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Investment suitability is at the center of attention of the current regulatory waves. We enhance the investment & advisory value chain from research to distribution with suitability assessments, solving the cross-border distribution, product and tax suitability issues of financial service providers. The entanglement of client context, rules and data leads to our automated unambiguous suitability answer – down to the specific instrument level. Our solution is AI supported, as we developed a deep learning algorithm to read necessary documents.

Address
168 Robinson Road #12-01 Capital Tower Singapore 068912
Founders
Alberto Rama, Julian Köhler , Maurus Fries
Key People
Alberto Rama (Co-Founder & CEO), Julian Köhler (Co-Founder, Chairman of the Board), Marus Fries (Co-Founder & CTO), Carina Zuber (Regional MD)
Status
Active
UEN
201814663M
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