We work with investment firms to allow Navigator to retrieve transaction and pricing data electronically.

These firms either license Navigator themselves or recommend that clients license our product directly.

Professional associations often provide continuing education to their members. Whenever possible, FNI partners with these organizations to provide meaningful educational seminars. We believe that the more education our clients receive, the better they understand the value we can provide.

Read our GIPS Statement

Navigator software is aimed at making what’s complex, simple, and what’s time consuming, fast. We partner with banks to enable clients to integrate Navigator’s portfolio tracking with their private banking and custody services.

Different clients have different needs, and we strive to meet them all, which sometimes requires integrating our solutions with complementary products and services from other providers. These partners help make it easy for our clients to receive a truly complete solution that meets all of their needs.

Information from Interactive Data requires a separate contract with IDC. Please speak with an FNI representative for more information. Russell Index data has been licensed for use by Financial Navigator. Russell Index data is delivered on an “as is” basis without warranty. Russell is the source and owner of the trademarks and copyrights related to the Russell Indexes. The services and products of Financial Navigator are not sponsored, endorsed, sold or promoted by Russell investments and Russell Investments makes no representation regarding these products and services.

Navigator integrates with companies that process transactions for all major credit cards. This allows Navigator clients to use our BankLink module to retrieve credit card transactions and summarize expenses on meaningful financial reports.