Since 1983, Financial Navigator has been creating and supporting the best financial software solution for managing investment asset information for the High-Net-Worth marketplace. Turn to Navigator when you're ready to elevate your level of professional service and streamline general ledger and portfolio management activities.
Navigator's capabilities meet the needs of family offices, CPA firms and CPAs, trust and estate managers, and investment
managers. It records cost and GAAP basis books simultaneously,
and produces comprehensive reports for both.
Financial Navigator understands your specialized needs. We've
learned your business and built a portfolio accounting software
solution tailored specifically for High-Net-Worth accounting
and reporting. We partner with your organization every step of
the way by training your staff and providing answers to all your
questions. With the added value of FNI's experienced Implementation Team and Support, you can feel comfortable knowing that you have
a solution built for your unique needs.
Many financial professionals have roles which cover several
of the categories outlined above, typical of
the high-net-worth marketplace. To provide a broader
perspective of the capabilities of Navigator, we
created a table detailing Financial
Needs by Role.
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