Financial Navigator, Inc.
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"The Rich are different. Navigator helps the upper crust keep tabs on their finances."
-Barron's

Family Office Software and More for the High-Net-Worth Market

Navigator Enterprise™ is the ideal family office software that is now used by multi-client family offices, CPAs, investment and portfolio managers, trust and estates, and many other financial advisors. It is the only investment software and general ledger system that tracks both marketable securities and non-liquid assets as part of a total investment portfolio.
Announcements

Your Partners, Our Partners
For more than 22 years, Financial Navigator, Inc. has focused strictly on the reporting needs of ultra high-net-worth individuals and family offices. We've helped them manage individuals and entities, each with assets over $20 million and today, FNI software solutions now manage client assets in excess of $75 billion. Since 1983, our mission-critical software has been used every day by a broad range of financial professionals as family office technology, partnership accounting software, and an integrated investment performance reporting tool.

A Solid Reputation With Financial Professionals

"Intuit's Quicken and Microsoft Money just don't appear to have enough juice to manage the complex financial affairs of the very wealthy... And indeed, [Navigator] seems up to the job."

Theresa W.Carey
"The Electronic Investor"
Barron's

Discover how Navigator is the ideal family office software solution.

"We have tried other products but none compares with Financial Navigator."

See how CPAs use Navigator at PricewaterhouseCoopers for personal financial statements

"Navigator was the first software program to offer a complete program specifically geared to high-net-worth individuals."

Read how Navigator meets the needs of the Individual Investor

News & Annoucements

Simplify Your Tax Preparation: Integrate Navigator™ With CCH ProSystem fx Tax™

With tax season in full swing, are you spending too much time transferring data between systems? Are you ready to make your tax preparation less painful? Does your vision for 2008 include increased efficiency while minimizing the time spent transferring information?

If so, Financial Navigator Inc. (FNI) is excited to announce a joint webinar with our strategic partner, CCH. More

Explore New Topics, Educate Your Staff, Enrich Your Navigator Experience

Looking for helpful hints on difficult topics?  Wondering how to set up an entity using qualifiers?  Curious about partnership accounting for contributed property?  If so, our improved Navigator Resource Center (NRC) has the answers!  Inside the NRC you can watch flash demos, download case studies, and read white papers. More

"The Role of the CPA in the Family Office Marketplace"

Ed Van Deman, our CEO, and Maureen Stewart, CPA and president of Corinthian Solutions, share their expertise on creating and maintaining a family office. Requires Flash plug in to play. View

Upcoming Conference & Tradeshows

Are you an established customer or just considering a new software solution? Visit us and learn more about our software and services at these upcoming events. More

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