Navigator Enterprise is All You Need

Navigator Enterprise™ is a powerful, mission-critical cash management, portfolio tracking, data communications and reporting software system. Navigator™ is the only unique software that measures all components of net worth, both liquid and illiquid securities and assets. Navigator's technology is about to make your investing life remarkably easier.

Client Testimonials

"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

General Ledger
Journals
Bill Payment
Budgeting

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 Enterprise™

Navigator Enterprise is a tailored suite of software applications. It is the only investment management and accounting system that tracks investment and non-investment assets, such as real estate, private equity, and venture capital investments, as components of net worth.

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

The following eight add-on modules increase Navigator's power:

ROI - Obtain timely, accurate reports of investment performance for marketable securities.
Advanced Reports - Produce almost unlimited consolidated reports that span multiple years and entities.
BrokerLink - Retrieve and import brokerage account information from multiple sources in seconds.
BankLink - Retrieve and post banking and certain credit card transactions directly and automatically to your Navigator data files.
CheckForm - Print checks from multiple bank accounts, including MICR-encoding, onto blank checkstock
StockWeb - Update current stock prices and dividend information, and conduct research directly from the Internet.
PriceLink - Update current or historical values of hard-to-price marketable securities, including bonds and warrants, online.
Impressions - Add powerful charts and graphs to depict trends simply and clearly.

Navigator Enterprise System Editions

Navigator and its add-on modules have a three-tiered licensing structure based on the functionality you need. Learn more about which edition is appropriate for you, and find out about system specifications and requirements.

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.