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Family Office Accounting and Portfolio Tracking Software - Financial Navigator, Inc.
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Solutions Products Partners Resources Company

  • Family Office Software for the High-Net-Worth Market




    • Intercompany Transactions Among Entities
    • Streamlined Portfolio Updates Across Entities
    • Web Enabled Platform for Online Access
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    • Payments through operating companies
    • Distributions amongst partners from partnerships
    • Transfers of funds between individuals
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    • Stocks, bonds, mutual funds, warrants, traded options and other marketable securities.
    • Private equity, real estate, oil & gas and other alternatives.
    • Buildings, land, vehicles, art and other fixed assets.
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Watch a Product Demo Video About Our Family Office Accounting Software
Get Our White Papers and Family Office Accounting Guides
Our Partners: CCH, Morgan Stanley, PWC, Charles Schwab, AICPA, Goldman Sachs, Institute for Private Investors

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For more than 25 years, Financial Navigator, Inc. has focused strictly on the accounting and reporting needs of High-Net-Worth individuals and family offices. Our solutions are used by a broad range of financial professionals in family offices, CPA firms, trusts & estates, partnerships and private family foundations. Our integrated general ledger and portfolio accounting software tracks a broad range of investments including marketable securities, private equity, real estate, venture capital and more.

Family Office Managers

"I could write a book on the reasons why I like Navigator. I'm particularly thankful at income tax time. It makes generating data for our tax preparer a breeze."

Douglas Dunlap
RTH Finance
Family Office

 

CPA Firms and CPAs

"With Navigator, [clients] are able to take financial reporting in-house and do a lot of the detail work themselves, which empowers them and allows me to be more strategic on their behalf."

Greg Guthrie
CPA, J.D.

 

Industry Experts

"Intuit's Quicken and Microsoft Money just don't appear to have enough juice to manage the complex financial affairs of the very wealthy... And indeed, [Navigator] seems up to the job."

Theresa W.Carey
Barron's

 

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News & Announcements
Recorded Webinar: Using a Private Trust Company to Manage Family Wealth

Thank you for attending our recent webinar on Private Trust Companies presented by Jill Creager. The presentation materials are now available for download in our Navigator Resource Center.

Watch webinar >


Recorded Webinar: Setting a Family Office Tech Strategy

Thank you for attending the recent webinar presented by our CEO, Ed Van Deman, on developing a technology strategy for the family office. The presentation materials are now available for download in our Navigator Resource Center.

Watch webinar >


The Enterprise Edition is Here

We are proud to introduce the new Enterprise Edition of Navigator. Packed with powerful cross-entity features, the Enterprise Edition offers relief for professionals managing large groups of entities.

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