Blackrock has announced the integration of technology from the Zurich-based fintech firm Investment Navigator into its Aladdin Wealth platform to enhance its cross-border compliance and product suitability capabilities. The announcement was made jointly by both companies on Monday.

According to the statement, the new technology enables financial advisors to present portfolio proposals for end investors more effectively. It simplifies regulatory checks while boosting efficiency and transparency for advisors managing and distributing investments internationally.

Integrated Solutions for the Investment Management Process

Launched in 2014, Investment Navigator’s digital solutions embed regulatory and offering checks as well as selling restrictions into the investment management process, covering proposals, validation, and trading execution.

«Wealth management is undergoing a transformation as more financial advisors turn to technology to deliver tailored solutions at scale. Through our collaboration with Investment Navigator, clients can now seamlessly navigate the complexities of cross-border investing within Aladdin Wealth,» said Venu Krishnamurthy, Global Head of Aladdin Wealth at BlackRock.