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Have It Built Your Way with Custom Programming

Draw On Our Experience

Leverage our 25+ years of experience to get your office up and running quickly and easily. We have gone through this process before and we're ready to help you transition to our technology.

Call us toll-free at 800-468-3636 or email sales@finnav.com to schedule an implementation engagement.

When You're Ready to Implement Navigator, We've Got the Experience to Make it Easy

The transition to a new software implementation can be a challenge. For over 25 years, Financial Navigator, Inc. has been helping its customers make the switch and maximize their software investment. We understand there is more to implementing new software than simply installation. Let us help guide you through the process every step of the way. A typical implementation is handled in three phases:

Phase I: Consulting

To ensure that you make the most of Navigator, we work with you to understand what your situation is, what your needs are and what you want to accomplish in the future. Through our on-site visits prior to the actual implementation we spend time with you and your staff learning everything about your office and how you serve your clients. We then advise you on the best approach to making Navigator work for you and your situation.

We will evaluate:

  • Types of entities under management
  • Current financial statements
  • Technology platform: Server, workstations, and operating systems

Phase II: Data Migration

It's critical to think through your reporting objectives and develop a strategy to meet these goals. Let us help you plan ahead to achieve the best end result. Financial Navigator consultants can help you structure your data to achieve the maximum benefits for you and your clients' reporting needs.

We can handle data from a variety of platforms: QUICKEN™, QuickBooks™, Excel™, etc. No matter where you store your data, we can help you migrate data out of your application and into our system accurately and efficiently.

Phase III: Training

We know the value of training. That's why our experts will do the traveling and train you on-site, so that you receive the most personalized training experience possible.

  • Receive Basic, Intermediate or Advanced Training from one of our highly trained technicians.
  • Use our trained professionals to assist you with data entry.
  • Learn all about the 120+ reports available in Navigator — how to get the results you want, how to present them, and how to turn the reports into graphs.
  • Schedule return visits for additional training.

Implementation costs vary; to learn more about this service
please email sales@finnav.com or call 1-800-468-FNFN (3636)
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