Automate Data Entry

"We find BrokerLink and BankLink very easy to use, saving (us) a lot of time. We like the ability to get all of our data entered and reports produced even before paper statements arrive in the mail!"

Charlene Kleiner
McBean Properties
San Mateo, CA

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• Automatically Import all types of Bank and Brokerage Transactions
• Save time and money by not entering data manually
• Stay up to date on portfolio activity and market changes
• Ensure accuracy and security of data

• Family Office Managers
• CPAs
• Investment Advisors
• Portfolio Managers
• Individual Investors
• Financial Professionals
• Trust and Estate Administrators

Automating data retrieval is key to saving time and money in your daily operations. Use the BrokerLink and BankLink modules to automatically post transactions from major banks and brokerage firms. Use the PriceLink and Stockweb modules to update market values for accurate performance reporting.

BrokerLink

• Retrieve current transactions to update your portfolio in a matter of seconds.
• Manage multiple accounts from one firm or many firms.
• Automatically post investment transactions to ensure accuracy.
• Split totals into multiple transactions.
• Review and resolve transactions before posting with BrokerLink's powerful transaction grid.
• Track separate short and long-term capital gains accounts for each broker.

See list of supported Financial Institutions

BankLink

• Post credit card and banking transactions automatically.
• Post individual transactions, such as interest earned and automatic payments, without overlap from other Navigator transactions.
• Work with banking transactions from any institution offering direct downloads in OFX, QFX or QIF formats.
• View and sort transactions using BankLink's powerful transaction grid.
• Provide subtotals of transactions to aide in the reconciliation process.

See list of supported Financial Institutions

PriceLink

• Update over one million municipal bond prices and 65,000 North American securities prices daily.
• Access historical and most recent closing prices.
• Value an extensive list of hard-to-price securities, including fixed income instruments, preferred stocks, traded options and warrants.

StockWeb

• Retrieve current, inter-day prices and dividends per share.