Navigator OneView Service

The Navigator OneView service provides multiclient financial reports. Our team works closely with individuals and financial professionals to develop comprehensive reports.

Consolidated Reports

Balance Sheet Summary
Income Statement
Portfolio Analysis
Permance Summary

Multiclient Financial Reporting

When you work with the OneView team, you decide what information you want and how you want to receive it. The OneView service is designed to be completely flexible to meet with the clients' desired results. The service provides our clients with:

Clients' Data Collection

The service retrieves and aggregates all financial data into a secure database.

Financial Reports

The OneView team provides comprehensive reporting for all financial information.

Investment Tracking - The team handles all transactions from investments and provides summary reporting of all holdings.
Investment Performance - The service calculates the performance of investments and compares them to industry and custom benchmarks.
Asset Allocation - FNI breaks out investments based on asset class
General Ledger/Cash Reports - The service combines multiple entities and/or year to show investors their financial picture.
Custom Reports - The OneView team creates reports based on specific needs.

OneView Brochure (requires Adobe Acrobat)

View the OneView Brochure