Let Us Do the Heavy Lifting

OneView™ is ideal for financial professionals who want to focus on growing their business, without worrying about staffing, technology, and data accuracy.

To learn more about how OneView service can help with your specific needs, please contact us.

Client Testimonials

"OneView service has made our job easier, allowing us to address the needs of our clients more quickly."

Kim Totah
McCabe & Totah
San Jose, CA

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Consolidated Reports

Balance Sheet Summary
Income Statement
Portfolio Analysis
Permance Summary

All the Benefits of Navigator Without the Initial Set-up Work

When you work with the Navigator 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 your exact needs, and desired results.

We provide our clients with:

Chart of Accounts Set-up and Data Aggregation

We'll establish your exact needs, and set-up your chart of accounts for you. The team will then retrieve and aggregate 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.

Other Brochures

Navigator 9.0 Brochure

Data Retrieval Brochure Reporting Brochure

Check Writing Brochure Portfolio Analytics