Our integrated general ledger and portfolio tracking software is used by Family Offices, CPAs, Trust and Estate managers and other financial professionals serving High Net Worth clients.
High Net Worth Portfolio Tracking
Our software can handle both marketable securities and alternative investments. Track stocks, bonds, mutual funds and traded options along with private equity, real estate, art and other fixed assets.
Enterprise Level Power
Packed with powerful cross-entity features, the our software offers relief for Family Offices, CPAs and other financial professionals managing large numbers of entities.
For almost 30 years, Financial Navigator, Inc. has focused on the accounting and reporting needs of High Net Worth investors and Family Offices. Today, our software is the preferred accounting solution for Single Family Offices, Multi-Client Family Offices, CPA Firms, Trusts and Estates, Partnerships and Family Foundations.
A Family Office needs to gather, organize, analyze and communicate massive amounts of financial data on a recurring basis. Accuracy and timeliness are essential. We have the tools to help you meet this challenge effectively and efficiently. And, we have the track record to prove it!
As a Multi-Client Family Office, you need all the capabilities of a Single Family Office and more. Fortunately, our solution has enormous capacity for the number of entities it can track and the volume of transactions it can handle. We can meet all the demands you put on your accounting system.
CPAs know that their High Net Worth practice stands on the foundation of maintaining timely and accurate financial data for their clients. Our accounting software provides an integrated general ledger and portfolio tracking solution with true double-entry accounting integrity.
Trust and Estate Managers have a myriad of reporting responsibilities, from multi-generational beneficiaries to legal and tax authorities. Our accounting system allows you to track, manage, and report on the diverse types of information required by these separate interests, with accuracy and ease.