Partnership Case Studies - Financial Navigator, Inc.

Partner Case Studies

Navigator Will Work For Your Business

Inspiration is often gained by learning how your peers perform excellent work. Read how financial institutions and accounting firms use Navigator Enterprise™ to successfully operate their financial management businesses.

If you'd like to find out more about partnering with us, learn more here.

Partner Case Studies

For more information about how Navigator integrates with our partners, select a case study below.

Partner

Solution Type

Products Used

Lehman Brothers "With mutual clients in the Chicago area, both Lehman and FNI knew this strategic partnership made sense."

CPA's and CPA firms

Navigator
Impressions
PriceLink

Institute for Private Investors "FNI's partnership with IPI is mutually supportive and share many of the same principles. Both organizations have a strong appreciation for the importance of investor education. FNI and IPI both realize that... it is critical for investors and their advisors to have high quality continuing education and contact with other private investors."

Investment Firm

Keats, Connelly and Associates "We have a Family Office concept where we do everything for a client including tax-planning and preparation, comprehensive financial planning, paying bills and asset management. There are some functions that would be impossible to perform for our clients without Navigator."

CPA's and CPA firms
Portfolio Manager

Navigator
StockWeb
Impressions
Checkform
Advanced Reports

McCabe & Totah "The Navigator software enables us to have the kind of relationship with our clients that they want to have. We are able to stay on top of their situation without taking a lot of their time. We have achieved our goal of efficiently providing information and making us a more integral and important part of our client's financial team of advisors."

CPA's and CPA firms

Navigator
BankLink
BrokerLink

Ernst & Young "[My clients] find that Navigator keeps them informed. They know, at any time, what their financial position is and that gives them peace of mind."

CPA's and CPA firms

Navigator

PricewaterhouseCoopers "We have tried other products but none compares with Navigator. I have recommended it to other clients for their own use and have even ordered it for them and helped them learn to use it."

CPA's and CPA firms

Navigator
Impressions
PriceLink