The Perfect Package, Customized to Your Exact Needs

Navigator™ Suite is a powerful integrated general ledger and portfolio management software system. It is the only software that measures all components of net worth, both liquid and illiquid securities and assets.

High-Powered General Ledger Software

"We have used Navigator since 1986. Each new upgrade and add-on has increased our office productivity..."

Kathleen Galli
Shamrock Holdings

See More Client Testimonials >

Track All of Your Investments:

Marketable Securities
Partnerships
Hedge Funds
Real Estate
Oil & Gas
Antique Collections
Non-Marketable Investments

Handle All of Your Accounting Needs

Marketable Securities
Partnerships
Hedge Funds
Real Estate
Oil & Gas
Antique Collections
Non-Marketable Investments

Retrieve Data Electronically

Brokerage Accounts
Bank Accounts
Credit Cards

Outsource the Data Entry to FNI

No need for clerical staff
Access to reports online

Navigator Suite

Navigator is a suite of software applications designed specifically for financial professionals serving High-Net-Worth clients. Navigator is the only integrated general ledger and portfolio management software that tracks investment and non-investment assets, such as real estate, private equity, and venture capital investments, as components of net worth.

Navigator 9.0 - The Core of the System

At the heart of the Navigator Suite is Navigator 9.0, the core accounting and general ledger, investment management, reporting and check printing application. You can use Navigator alone, or for extra functionality, add specific modules to extend its scope and capabilities.

Modules - Customize your Navigator Solution to Fit Your Needs

Use any of the following seven modules to build the solution that will best fit your unique firm:

Data Retrieval:

BrokerLink -
Import account transactions from multiple brokerages in seconds.

BankLink -
Retrieve and post banking
and credit card transactions directly to Navigator.

StockWeb -
Update with current stock
and mutual fund prices.

PriceLink -
Update historical values of hard-to-price marketable securities, like bonds, warrants, ADR's and more.

Reporting:

ROI -
Generate timely and accurate reports of investment performance for marketable securities with dollar or time-weighted calculations, understand risk, and compare to indices.

Advanced Reports - Produce unlimited consolidated reports that span multiple years and entities.

Portfolio View - Analyze the composition of your equity and fixed income portfolios.

Check Writing:

CheckForm - Print checks from multiple bank accounts, and MICR-encode your ABA Bank routing number and account info onto blank checkstock.

Navigator OneView Service

OneView is ideal for financial professionals who want to focus on growing their business, without worrying about staffing, technology, and data accuracy. Our OneView team works closely with you to develop the comprehansive reports you need.

Navigator Brochures

Click Here to Contact us Online or Call 1.800.468.FNFN