Investors use options as an effective means to increase investment return. Understand how Financial Navigator can account for portfolios with traded stock options.
All property accumulated in a lifetime must be transferred either during life or at death. Trusts & estates are two vehicles by which individuals can transfer their wealth.
Understand how Financial Navigator can be used to properly report fiduciary accounting income and record the appropriate allocation of principal and income.
Learn how Financial Navigator can be used to perform partnership accounting for contributed property in a pass-through entity.
Private equity investments have grown steadily and the industry has expanded and matured. Several factors have driven the acceleration in private equity investment.
High-Net-Worth investors use private equity investments to increase their returns while diversifying their portfolios. See how Financial Navigator tracks private equity.
Family foundations are independently governed institutions with large assets that are deployed to promote public good. Learn about their specific complexities.
Businesses can avoid negative cash flow balances by projecting cash requirements in future reporting periods. Learn how Financial Navigator creates such projections.
Family offices incorporate the billing process as part of their daily routine. Learn how Financial Navigator can bill an individual, company, or organization via an invoice.
High-Net-Worth individuals create non-profiit entities so they may support worthy charitable causes. Learn how Financial Navigator can manage these types of entities.
Check printing is an important part of day to day operations in a family office. Learn how Financial Navigator creates professional, printed checks.
Consultative selling can help you grow your High-Net-Worth practice without sacrificing client relationships. However, you'll need training on the key components.