The two Swiss-based tech companies are partnering to simplify investment advisory compliance for wealth managers.
Reliable information on investment restrictions, especially in the context of cross-border banking, has become a crucial factor for wealth managers in order to comply with mounting regulatory requirements. Avaloq, a global leader in digital banking solutions, is therefore integrating Investment Navigator’s advanced reg-tech (regulatory technology) offering into the newly launched Avaloq Wealth Platform. This white label solution includes suitability checks for the compliant distribution of investment products, covering all asset classes on ISIN level, as well as regulatory guidance on cross-border business activities.
Launched earlier this year, Avaloq Wealth enables banks and wealth managers to provide highly personalized investment advice and bespoke services to their clients, while reducing the time spent on preparing and analysing investment proposals. Cutting-edge API technology will connect the new platform with Investment Navigator’s Suitability Service to automatically assess regulatory, product-specific as well as tax requirements and restrictions.
Julian Köhler, co-founder and chairman of Investment Navigator, said: “We are very excited to partner with Avaloq. The default inclusion of the automated Investment Navigator suitability assessment into the Avaloq Wealth platform is a milestone for us and confirms once again that our services can constantly provide the highest degree of reliability for pre-trade checks.”
Alberto Rama, co-founder and CEO of Investment Navigator, said: “Unlike many other suitability service providers, Investment Navigator is truly independent. Our clients are not locked in and limited to the input of a specific rule-set provider, but we are rather giving them the freedom and flexibility that is needed to succeed over the long run in a rapidly changing world.”
Santiago Schuppisser, Avaloq Group Product Manager, Wealth Platform, said: “The Avaloq Wealth platform works across all asset classes, is powered by a high level of automation and offers an outstanding user experience for wealth managers and their clients. The seamless integration of Investment Navigator’s highly efficient solution exemplifies our holistic approach to simplifying digital banking, with the ultimate goal to democratize wealth management.”
Digital technologies such as cloud-based operating models, artificial intelligence, data analytics and automation will significantly enhance front, middle and back office processes at banks and wealth managers, resulting in a more personalized, smarter and more efficient client experience
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