We enable our clients to achieve their investment goals through accurate, meaningful and timely financial information.
As a leader in providing solutions for the high-net-worth marketplace, Financial Navigator Inc. is committed to the following principles:
- Establish partnerships with our clients that add value and consistently exceed expectations.
- Achieve leadership in client satisfaction, superior quality and innovative solutions.
- Develop domain knowledge by combining technical expertise with a superior understanding of client needs and the financial environment in which they operate.
- Foster a diverse work environment that promotes inventive thought, collaborative effort and accountability.
- Maintain uncompromising personal and business ethics that extend to our relationships with clients, employees and the local community.
Our Mission and Vision stem from a deeply-rooted set of Values, developed through years of shared experiences, struggles, and successes. These principles encompass what we expect of ourselves, and what our clients and the community as a whole can expect of the FNI Team. Guiding our behavior and shaping our objectives, these concepts are embraced by all Team Members. The FNI Team applies the following Values in the development of individual, group, and corporate goals:
- Commitment to Customers
- Innovation
- Commitment to Employees
- Teamwork, Trust & Openness
- Integrity & Accountability
- Social Responsibility
Financial Navigator, Inc. was founded by two brothers,
Ed and John Van Deman in 1983. While working as a CPA for KPMG
Peat Marwick, Ed observed that the investment challenges faced
by high-net-worth individuals and families were unmet. A mathematician
and programmer, John knew that they could build software to do
the job. Combining their respective investment, accounting, mathematical,
and technology expertise, they developed software designed to
manage multiple, complex investments Now, over 20 years later,
with hundreds of clients possessing a collective asset base over
$63 billion, Navigator Enterprise is the leader in asset management
and accounting solutions for accounting firms, family offices,
business and investment managers, and individual investors. FNI
is privately owned.
June 2005 – The Company acquires its
own office building to serve the growing client base and provide
for future expansion.
November 2004 – The Company introduces Navigator
ROI™ Version 1.0. This product calculates rates
of return for portfolios and long term investments on a dollar-weighted
and time-weighted basis. This is the eighth add-on module to
join Navigator Enterprise, FNI’s total product solution
set.
June 2002 – Merrill Lynch, UBS, Goldman
Sachs, E*Trade Prudential Securities, Fidelity, and Accutrade
join the growing list of investment firms that make transaction
data available to users of Navigator
BrokerLink™ .
July 2001 – The Company introduces Financial
Navigator Version 8.0. With this new version users
can customize their input screens and reports to fit their
work requirements even better.
March 2001 – The Company introduces Navigator
BankLink™ Version 1.0. This product imports
bank and credit card transactions from financial institutions
and posts them in Navigator records, thus substantially
reducing data entry time and preventing data entry errors.
June 2000 – The Company introduces Navigator
BrokerLink™ Version 1.0. This product automatically
retrieves daily transaction data from leading firms such as:
Morgan Stanley, Charles Schwab, and Smith Barney. Freed from
the need to manually enter data, clients save time keeping
their portfolios up-to-date.
January 2000 – The
total assets of all clients using Financial Navigator Enterprise
is estimated to exceed $75 billion.
June 1995 – The
total assets of all clients using Financial Navigator Enterprise
is now estimated to exceed $50 billion.
October 1993 - T. Rowe Price,one
of the country’s leading mutual fund companies, partners
with FNI to promote the TRP Retirement Planning Kit for PCs.
September 1993 – FNI introduces the Navigator
Suite, the flagship product and two add-on modules.
September 1993 – FNI introduces CheckForm
Navigator Version 2.0 with easier set up for new bank accounts.
Users with multiple bank accounts experience a 70% increase in
productivity with this product.
January 1992 – FNI introduces Financial
Navigator Version 5.0. This new version introduces
a new graphical user interface that is easier to use and faster
to navigate.
July 1989 – The
total assets of all clients using Financial Navigator Enterprise
is estimated to exceed $10 Billion.
November 1988 – Arthur
Andersen forms
a joint venture with FNI and develops a book entitled Tracking
Marketable Securities. This book focuses on using Financial Navigator
to do accurate tax accounting for investment portfolios.
September 1987 – FNI introduces Navigator
Access Version 1.0 for retrieving marketable security
prices and other critical securities data over a modem. This
product gives Navigator users access to the most comprehensive
database of security prices available anywhere in the world.
October 1986 – FNI introduces Financial
Navigator Professional Version 2.0. With the enhanced
features for tracking marketable securities, high-net-worth
clients are now able to meet all of their reporting needs with
one software product.
November 1984 – The Company introduces Financial
Navigator Version 1.0. This is the most powerful software
product on the market for financial tracking and reporting.
It is quickly adopted by four of the "Big Eight" international
accounting firms as the product they recommend to high net
worth clients.
July 1983 – Ed and John Van Deman form
the company and start developing a series of software products
for high-net-worth investors. Ed brings his extensive experience
as a Registered Investment Advisor and CPA. John has formal training
and years of business experience in software development.
