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Choose the Navigator Edition Made For You

Choose the Edition Made for You

For most of us, one size does not fit all, and that's true with financial management software. We've made two versions of Navigator™ so that you can select the one which best fits you and your clients. Review the summary table below to see which version meet your requirements. Don't hesitate to call us for more information: (800) 468-3636 or (650) 962-0300

Navigator Editions - Descriptions and Summary Table

Professional Office Edition - This edition was designed specifically for financial professionals, family office managers and other users needing special capabilities to manage complex financial situations. Specific advanced features were added only to the POE to meet the special needs of these users.

Standard Office Edition - Provides advanced financial management capabilities to financial professionals or offices managing 20 or fewer entities.

To view the report list per Navigator version, click here.

  Professional Office Edition Standard Office Edition
Hardware Configuration Windows Vista, XP, 2000, ME Windows Vista, XP, 2000, ME
Hardware Platform Single or Multi-user, network capable Single or Multi-user, network capable
Number of Entities Supported 10 and above 5 to 20 entities
Maximum Number of Accounts 8,000 3,000
Single Account Balance $2 billion $50 million
Number of Reports 114 91
Add-On Products Supported All All
Documentation Included Getting Started Manual, Basic/Intermediate Training Guides, Reference Guide Vol. 1 and 2 Getting Started Manual, Basic/Intermediate Training Guides, Reference Guide Vol. 1 and 2
Term of Software License Annual License Annual License
Annual Maintenance Support Platinum included for the first year Gold included for the first year
Open Multiple Entities Simultaneously Yes Yes
Run Multiple Copies of Navigator Yes Yes
Print on Blank CheckStock Available with purchase of CheckForm Available with purchase of CheckForm
Generate Consolidated Reports Available with purchase of Advanced Reports Available with purchase of Advanced Reports
Generate Performance Reports Available with purchase of Navigator ROI Available with purchase of Navigator ROI
Control User Permission Yes Yes
Custom Reports Unlimited 1 per group
Access Information Remotely Available with Navigator Online Available with Navigator Online