The High-Net-Worth Financial Software Solution

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.

High-Powered General Ledger and portfolio management Software

"Intuit's Quicken and Microsoft Money just don't appear to have enough juice to manage the complex financial affairs of the very wealthy... And indeed, [Navigator] seems up to the job."

Theresa W.Carey
"The Electronic Investor"
Barron's

Providing More Than Accounting Software

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.

Compelling features for the high-net-worth market of family offices and investment professionals.

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 User Support, you can feel comfortable knowing that you have a solution built for your unique needs.

Summary of Financial Reporting 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 Enterprise, we created a table detailing Financial Needs by Role. This table gives an overview of functions performed by the software, regardless of financial role.