Regulatory cover, multi-jurisdiction structuring and operations — under one roof. Built for traders, investment managers and fund managers.
Emerging managers face the same three walls: securing capital, clearing regulatory authorisation, and building an institutional operation — usually by stitching together a fragmented chain of providers.
Navigate replaces the chain with a single platform — one regulatory roof beneath three very different managers.
One regulatory roof underneath all three — most managers move up the routes as they grow.
Bring your discretionary book under our cover, custody and operations — keep your clients and brand, lose the firm-building overhead.
Launch a UCITS, Cayman or AIF on our licence — with administrator, banking, independent directors and a MiFID II management umbrella.
Each rival type owns one vertical. Navigate carries the regulatory roof beneath all three.
One risk-management and reporting function behind every launch — the outputs an administrator doesn’t produce, delivered to MFSA, UCITS, SFDR and DORA standard so your managers are board- and allocator-ready from day one.
UCITS 5/10/40 & internal limits register
VaR, Basel backtesting, stress & reversestress
Liquidity — LST scenarios & LMT readiness
Concentration, counterparty & custody
SFDR Article 8 disclosures & PAI indicators
Carbon intensity & implied temperature rise
Exclusion screening & thematic alignment
NGFS / TCFD-aligned scenario testing
INED oversight & risk-committee reporting
Critical provider & DORA ICT register
Breaches, conflicts & escalation register
Regulatory-returns calendar (MFSA, audit)
Monthly performance vs benchmark
Top-10 holdings, sector & geographic splits
Key facts — NAV, AUM, ISIN, classes, fees, SRI
Financial-promotion-compliant collateral
A short call on strategy, structure and fit is the fastest way to see the platform against your own launch.
A short call on strategy, structure and fit.
Tailored route, jurisdictions and rate card.
Gated set-up to go-live in weeks.
