Financial Navigator, Inc.
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Suipport - Whatever You Need, When You Need It

Whatever You Need, When You Need It

Whether customizing our software for your particular needs, training you to be a more effective user or solving a support problem, we're standing by ready to help.

Call us toll-free at 800-468-3636 or email sales@finnav.com to schedule a product demonstration.

Support That Makes A Difference

We offer multiple user support and service options that range from same-day service to multiple on-line sources of help. In this section, find out more about support, plus the latest Navigator and add-on module updates:

User Support Options - Choose from multiple support options, including same-day service, timed support or on-line support, accessible 24-hours per day.

Navigator User Forum - Join the Navigator User Forum to obtain user support on-line 24-hours per day, seven days a week, and to share ideas and learn how to use Navigator most effectively.

Navigator Resource Center - Use the Navigator Resource Center to find out about everything from partnership accounting to transaction entry tips and tricks.

Software Updates - Get the latest Navigator software updates for all Navigator releases and add-on modules.

Navigator eLetters - Receive timely and relevant bulletins from Financial Navigator, written just for your situation. Sign up for only the bulletins you want to receive: what's new in the software, how to use Navigator more effectively, and more.

Harness the Power of Navigator

Get trained on Navigator where you work or at one of our seminars. Or if you want Navigator customized to fit your unique needs, we can do that too. At FNI, we're committed to providing the level of training, specialized consulting, or software program customization that you require.

Turnkey Implementation - Get up and running faster by taking advantage of our 20+ years of financial software experience. Let us guide you through the implementation process from beginning to end by helping you:

  • Install our software in your office environment.
  • Migrate your existing data to our platform.
  • Structure your data to achieve your reporting needs.
  • Suggest best practices to maximize your workflow.
  • Bring you online with your third-party data providers, such as banks and investment firms.

Consulting Services - Let Financial Navigator's experienced technicians do the traveling to provide a personalized, high-quality training experience to everyone in your office.

Training - Training can make all of the difference to a Navigator user when it comes to implementing advanced features that will help you provide excellent service to your clients. Take advantage of basic, intermediate, and advanced training classes, plus comprehensive online help and printed training materials.

Custom Programming - Draw on Navigator's expertise to customize functionality to meet the unique needs of your practice.