Customize Navigator to Suit Your Unique Needs

Using Navigator as your platform, you can add and remove any of these additional capabilities to fit your unique needs.

The Perfect Solution, Tailored to Meet Your Complex Needs

Choose the extended capabilities you need to boost your office's operations and service level. Use these modules to meet all of the complex needs of your clients.

Data Retrieval

BrokerLink - Download and post brokerage transactions.

BankLink - Retrieve and post banking and credit card transactions.

StockWeb
Update the current values of marketable securities. Download prices for all of your stocks and mutual funds on-demand.

PriceLink
Update the values of hard-to-price marketable securities such as bonds, options, warrants and more.

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Reporting

ROI (Investment Performance)
Generate timely and accurate reports of investment performance for marketable securities with money or time-weighted calculations. Understand the risk of your portfolios by comparing the standard deviation and Sharpe Ratio against popular indexes. Benchmark your performance against over 200+ available indexes, including: Russell, HFRI, S&P and more.

Advanced Reports
Produce consolidated reports across multiple entities. Create custom groups of entities and produce roll-up reports that let you see the big picture. Generate combined financial, transaction and investment reports that span any combination of entities and time periods.

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Portfolio Analytics

Analyze the composition of your equity and fixed income portfolios. Generate reports based on capitalization, style, sector, industry, geography, rating and more. Compare the allocation of your portfolio against major Russell™ indexes.

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Check Writing

Print checks from multiple bank accounts, and MICR-encode your ABA Bank routing number and account info onto blank checkstock. Eliminate the clutter of multiple checkstock and never incur another check print mishap. Include your firm's logo on printed checks for a personalized touch and use electronic signatures for efficient bill payment.

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