Complex Partnerships Made Simple

"Learning to use Navigator was easy because it follows the basic principles of accounting and practically does the job for you."

Ed Norwood
Houston, TX

Client Testimonials >

• Helps manage and allocate distributions for partners
• Makes it easy to output financial statements for any entity or group of entities.
• Tracks each partner's cost/tax basis and fair market value.

• Allocate distributions for partners including income, expenses, and gains/losses.

• Create balance sheets and income statements for the partnership as well as the individual partners.

• Track "inside and outside basis", as well as each partner's cost/tax basis and fair market value.

Manage complex distributions for partners

When multi-tiered partnerships get complicated, the accounting can be overwhelming. Navigator helps you allocate distributions, generate financial reports for the entity or the partners, and track cost and tax basis for each entity.

Generate detailed reports for each partner or partnership

Navigator's detailed reporting capabilities makes it easy to generate and analyze reports for any individual, group of individuals or the entire partnership. Use the Navigator ROI, Portfolio View and Advanced Reports modules to gain timely and valuable insights into your holdings.

Look at it from any angle

Navigator let's you slice and dice the data any way you need to in order to see the whole partnership, cost-basis or fair market value, and see underlying assets.