Customize Navigator to Suit Your Unique Needs

"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

See More Client Testimonials >

Select from seven modules to enhance Navigator 9.0 and boost your office's operations and service level to meet the specific needs of your clients:

Data Retrieval Modules

BrokerLink - Retrieve and import brokerage account transactions from multiple sources in seconds.

BankLink - Retrieve and post banking and credit card transactions directly and automatically to your Navigator data files.

StockWeb - Update your current stock and mutual fund prices automatically.

PriceLink - Update the historical values of hard-to-price marketable securities, including bonds, warrants, ADR's and more... straight from IDC.

Reporting Modules

ROI - Calculate the performance of marketable and non-marketable investments. Compare your returns against 100+ indexes, and measure the performance of your alternative investments such as private equity, venture capital, and hedge funds year-over-year using IRR.

Advanced Reports - Produce unlimited consolidated reports that span multiple years and entities.

Portfolio View - Analyze the composition of your equity and fixed income portfolios.

Check Writing Module

CheckForm - Print checks from multiple bank accounts, and MICR-encode your ABA Bank routing number and account info onto blank checkstock.