Financial Statements are Just a Click Away

"Navigator has been an invaluable tool in our practice. It has been a real time-saver in tracking portfolios for our clients."

Lynne Kaplan, CPA and Partner, Gross
Kaplan and Osiol, LLC

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• Income Statements
• Balance Sheets
• Cash Flow Reports

Data Retrieval -

• PriceLink
• StockWeb
• BankLink
• BrokerLink

Reporting -

• ROI
• Advanced Reports
• Portfolio Analytics

• Balance Sheets:
  Create balance sheets that show summary or detail view of tax lots and your assets. Understand your cost basis, tax basis, and fair market value.

• Income Statements:
  Run income statements to understand where income is being generated and where expenses are being accumulated.

• Cash Flow Reports:
  Generate cash flow reports to understand sources and uses of cash.

Comprehensive financial statements when you need them

Navigator excels at handling high volumes of complex financial data tied to multiple legal entities, allowing you to evaluate balance sheets on a cost basis, tax basis, or at fair market value. Navigator's extensive financial statement capabilities allow you to run reports in just a few seconds.

Generate detailed reports for yourself and your clients

With Navigator's comprehensive reporting capabilities, you can generate detailed reports to understand changes in activity, and provide your clients with a clear and complete view of their finances. View information by the month, quarter or the entire year.

 

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Navigator Financial Statements

Income Statements Summary Income Statement Income Statement Month-to-Date Income Analysis Year-to-Date Income Analysis Twelve-Month Income Statement Twelve-Month Budget Report Cash-Flow Reports Cash-Flow Report Year-to-Date Cash-Flow Analysis Twelve-Month Cash-Flow Report Twelve-Month Cash-Flow Budget Report

Balance Sheet Reports Summary Balance Sheet Balance Sheet Analysis Twelve-Month Balance Sheet Basis Balance Sheet Cost-Basis Balance Sheet Balance Sheet-Starting Balances Balance Sheet-Actual vs Budget Statement of Financial Condition Deferred Tax Report Statement of Changes in Net Worth Twelve-Month Statements of Changes in Net Worth Cash Accounts Bank Accounts Broker Cash Account Twelve-Month Cash Accounts