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Navigator Supports your Financial Activities

Summary of Financial Needs By Role

Comprehensive financial services for high-net-worth investors is complex. The delivery of these services often involves many individuals in unique and diverse roles. Below we've detailed how Navigator™ meets the crucial needs of these financial roles.

Comparing Financial Service Roles with Software Functionality

The following table shows how the requirements of family offices and other financial professionals are met by Navigator. Use this table to compare your need with those of others and see the total scope of the Navigator suite of software.

 
Traditional Roles
 
Multi-Client Family Offices
Traditional Family Offices
CPAs
Portfolio Managers
Investment Group Managers
Trust/ Estate Managers
Individual Investors
Net Worth Reporting
Comprehensive Financial Statement Preparation
Beneficial Interest Reporting
Consolidating Line Item Statements
Investment Planning
Investment Transaction Tracking
Investment Performance Reporting
Asset Allocation
Hedge Fund Tracking
Specialized Reporting Areas
Real Estate
Oil & Gas
Venture Capital
Executive Stock Options
Private Foundation Reporting
Trust Accounting
Principal/Income Accounting
Partnership Accounting
Private Equity Accounting
Income Tax Management
Classifying Income/Deductions for Planning
Developing Strategies to Minimize Income Taxes
Summarizing Data at Year-end for Tax Preparation
Income Tax Preparation
Cash Management Services
Bill Paying
Bank Account Reconciliation
Cash Flow Planning
Income/Expense Budgeting