In Their Own Words...

Name: McBean Properties

Location: San Mateo, CA

Type of Investor: Financial Services

# of Entities: 25

Products Used:
Navigator
PriceLink

Like most family offices, McBean Properties needed a software application that was specifically designed to handle multiple tasks, including investment management and trust accounting. Most importantly, it had to be powerful, easy-to-use, and responsive. Navigator provided the solution.

Before signing on with Navigator, McBean Properties was using a manual accounting system. Now McBean Properties uses Navigator and PriceLink to manage 25 financial entities. Of these, two are individuals, two are charitable foundations, one is a partnership and the rest are trusts. They use the software program to track securities, write checks and generate detailed monthly financial statements to family members and trustees.

When Charlene Kleiner joined McBean Properties 11 years ago as the manager of the family office, it was easy for her to learn Navigator. "Navigator programmers, and user support staff are highly knowledgeable and responsive to our needs. When it comes to program support or suggestions for adding certain things to the program that would simplify my life, they are always there for us," says Charlene. "We sometimes ask some complex questions, and they can always handle it. They are wonderful."

By using Navigator products, McBean Properties has been able to save time and focus its resources on other aspects of the business, such as tax preparation and management of the foundations. In the rapidly changing accounting and financial industry, Financial Navigator, Inc. has the right software, business knowledge, and technical skills to help McBean Properties maintain an edge in their family office business.