CEO Ed Van Deman shares the how and why to deepen your expertise to make smarter, more effective investment decisions with practice-based knowledge.
Understand the benefits to be derived from the “cloud” and how you can achieve them. Learn specific tools, keys to success and important security considerations.
The JOBS Act eliminated the ban on “general solicitation” and advertising. It is expected to end private placements and create a deluge of public investment offerings.
Meaningful reports are at the heart of Financial Navigator, enabling users to understand, stay informed, and manage more effectively. Watch this in-depth video to learn more.
An effective Family Office can provide tremendous value to wealthy families. Knowing the issues to address and the problems to avoid, however, is the key to success.
High-Net-Worth investors often struggle to understand their holdings and true net worth. Fortunately, Financial Navigator can provide their complete financial picture.
Family offices can be required to register with, and be regulated by, the Securities and Exchange Commission (SEC). Fortunately, there are exceptions.
One of the most basic, yet most important, duties of a family office is cash management. Learn how to process these vital transactions with speed and accuracy.
Hear Stephen, a CFA Institute expert, discuss return measurement (TWR vs. MWR, cash flows, volatility), benchmarks, style analysis and attribution analysis
Traditionally, trusts have been used to maintain control of wealth over multiple generations. Now, some families are taking advantage of the Private Trust Company concept.
Unprecedented amounts of wealth will be transferred to the next generation using trusts and estates. See how Financial Navigator simplifies trust & estate reporting.
Given the complexity of laws governing foundations, complete operational and financial controls are required. Hear how Financial Navigator meets this challenge.
Understand how to define your portfolios and account for marketable securities using Financial Navigator. Update prices, track basis, understand transactions and more.