In Their Own Words...

Name: Douglas Dunlap - Hayden Family Office

Location: Dallas, TX

Type of Investor: Family Office

# of Entities: 20

Products Used:
Navigator
BrokerLink
Checkform

"I could write a book on reasons why I like Navigator," says Doug Dunlap of the Hayden Family Office. Doug first began looking for a software solution in 1987. "Fortunately, one of the Partners in Price Waterhouse's Tax Department suggested that I try FNI's accounting program. I called FNI the next day. After receiving and testing their demo I placed my order for the program." Ever since then the Hayden Family Office has used Navigator as part of its operations. According to Doug, "the longevity of using high quality programs from people intent on offering only the best available is the single most important thing I like about Navigator."

Doug is no stranger to changing with the times. He has adopted Navigator's add-on modules to help simplify and streamline the daily workload. "Since 1987 they have made annual improvements to the basic program. And they've expanded its capabilities greatly with new modules that integrate with the basic program, such as BrokerLink, and Checkform." Doug has been especially pleased with BrokerLink's ability to link to their bond holdings at Merrill Lynch which helps them understand their investment positions. He understands that accessing data directly from brokerage firms is a vital tool for any investment manager.

"The FNI support team has been indispensable over all these years," says Doug. "Their help, when needed, is so valuable. Over these 18 years we've had to call about 30 times. There was never a time they did not answer our calls immediately." Thanks to Navigator's Software Update capability, Doug is able to access the latest version of the product at any given time using the internet. This allows him to stay up to date with the latest features and capabilities of the system.

"I'm particularly thankful for the FN program at income tax time. It makes preparing data for our tax preparer a breeze," says Doug. Navigator helps Doug get a lot of work accomplished in a short amount of time. According to Doug, "Navigator has made preparing statements very fast compared to having to do so manually. It's likely difficult for people today to even think about posting books and preparing statements manually, as it was about 20 years ago."