Our Milestones

Competence, stability, and a passionate belief in technological service have kept Financial Navigator, Inc. going for over 25 years. Today, FNI's software solutions are used by High-Net-Worth professionals to analyze and report on a collective portfolio asset base exceeding $100 billion.

October 2011	FNI introduces the Navigator Enterprise Edition aimed at professionals managing large numbers of entities. This new edition provides multi-entity features such as Intercompany Transactions and Global Price Updates.
April 2011	FNI launches a series of Online Training Videos to offer continuous Navigator education for users and potential users alike.
October 2010	FNI Executive Management team presented updates, overviews and support of Navigator products at Regional User Conferences around the country.
June 2010	BrokerLink incorporates descriptive data from Russell Investments™ to increase the efficiency of marketable securities transactions.
March 2010	FNI introduces Portfolio View Version 1.0, a portfolio analytics module that provides comprehensive insight into the composition of Navigator portfolios across multiple custodians and entities.
Jan 2010	PriceLink implements the RemotePlus™ financial data server platform to retrieve pricing and descriptive information from Interactive Data Corporation.
September 2009	FNI and Russell Investments™ reach a license agreement on RGS Complete, a comprehensive database of global securities and characteristics.
February 2009	FNI signs strategic agreements with two important partners: Russell Investments™ to supply aggregated data for a master security list, and Hedge Fund Research™, creators of the HFRI and HFRX indices.
December 2008	FNI releases Navigator Version 9.0, the latest iteration of its core integrated general ledger accounting and portfolio management software.
August 2007	BrokerLink is expanded to offer a direct link to over 100 brokerage firms.
March 2007	CCH and Financial Navigator, Inc. complete a strategic partnership to deliver a complete solution to financial professionals serving High-Net-Worth clients.
December 2006	The total assets of all clients using Navigator is now estimated to exceed $100 billion.
November 2006	FNI CEO Ed Van Deman leads seminar with strategic partner Family Office Metrics.

 

June 2005	The Company acquires its own office building to serve the growing client base and provide for future expansion.
November 2004	FNI introduces ROI Version 1.0. This product calculates rates of return for portfolios and long-term investments on a money-weighted and time-weighted basis.
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 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	FNI introduces 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 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 is estimated to exceed $75 billion.

 

June 1999	Financial Navigator announces strategic alliance with industry leading professional association, Institute for Private Investors (IPI).
June 1995	The total assets of all clients using Financial Navigator 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 additional modules.
September 1993	FNI introduces CheckForm 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 software 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 by 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 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. 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 start development on 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.