Financial Navigator, Inc.
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"Navigator helps the ultra wealthy keep tabs on their finances."
-Barron's

Family Office Software for the High-Net-Worth Market.

Navigator™ is an integrated general ledger and portfolio management software that is used by family offices, CPAs, investment portfolio managers, trust and estate managers, and other financial professionals serving the High-Net-Worth market.
Announcements

Our Partners
For more than 25 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 $50 million. Today, our software solutions manage client assets in excess of $100 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 Among Financial Professionals

Family Office Managers

"I could write a book on the reasons why I like Navigator. I'm particularly thankful for the FN program at income tax time. It makes preparing data for our tax preparer a breeze."

Douglas Dunlap
Vice President
RTH Finance

 

CPA Firms and CPA's

"With Navigator, [clients] are able to take financial reporting in-house and do a lot of the detail work themselves, which empowers them and allows me to be more strategic on their behalf."

Greg Guthrie, CPA, J.D.
Ernst & Young

 

Industry Experts

"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

 

News & Announcements

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? Through a strategic partnership with CCH, Navigator can make your tax preparation less painful.

If your vision for 2009 includes increased efficiency while minimizing the time spent transferring information, then click here to see a .PDF on transferring CCH data to Navigator 9.0.

Navigator Resource Center: Explore New Topics, Educate Your Staff, and 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. Go to the NRC now.

Hedge Fund Research Strategy Classification System

Our strategic partner, Hedge Fund Research, has created a 'Strategy Classification System'. The classification reflects the evolution of strategic trends in the hedge fund industry. View the .PDF now.

Upcoming
Conference & Tradeshows

We keep a list of industry conferences and tradeshows that we'll be going to. Come join us. See Events
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