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Financial Navigator, Inc.
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Navigator

Extended Capabilities

Edition Comparison

OneView Service

Annual Maintenance

 

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

Kathleen Galli
Shamrock Holdings


Client Testimonials >



Track Investments

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

Handle Your Accounting

  • Income & Expenses
  • Journal Entries
  • Depreciation
  • Depletion
  • Partnership Equity
  • Distributions

Retrieve Data Electronically

  • Brokerage Accounts
  • Bank Accounts
  • Credit Cards
  • Security Prices

Outsource to FNI

  • Clerical staff not needed
  • Online report access

 

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

Navigator: The Core Platform


Navigator is a powerful general ledger and portfolio management system.

Navigator is 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.

Learn more >

Modules: Extended Capability


Use any of these modules to build the solution that will best fit your needs.

Data Retrieval

 

BrokerLink - Download and post brokerage transactions.

BankLink - Retrieve and post banking and credit card transactions.

StockWeb - Update current stock and mutual fund prices.

PriceLink - Update historical values of hard-to-price marketable securities.

Learn more >

Reporting

 

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

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

Learn more >

Portfolio Analytics

 

Analyze your equity and fixed income portfolios by style, sector, industry, geography and more. Compare the allocation of your portfolio against the composition of major Russell™ indexes.

Learn more >

Check Writing

 

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

Learn more >

OneView: Outsourced Data Service


Let our OneView team of professionals maintain the data and let you focus solely on the meaningful results.

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 comprehensive reports you need.

Learn more >

 
 
 
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