Navigator Resource Center: White Papers, Videos, Webinars, Sample Reports

Most Popular
	#1 Basic Training Lessons (videos) #2 Product Overview (video) #3 Family Office Dynamics #4 Consolidated Reporting (webinar) #5 Partnership Accounting #6 Trust and Estate Accounting

NEW Latest Resource: Webinar
	Traditionally, family trusts have been used to maintain ownership of wealth across generations. However, some families are moving away from the traditional model and taking advantage of opportunities offered by the Private Trust Company concept. Watch webinar >

Product Information

Product Brochures
	Navigator Brochure	Portfolio Analytics Brochure
	Data Retrieval Brochure	Check Writing Brochure
	Reporting Modules Brochure

Sample Reports
	Consolidation Reports	Performance Reports
	Financial Statements	Family Foundation Reports
	Investment Reports	Private Equity Reports
	Portfolio Analytics Reports	Tax Reports
	Trust & Estate Reports

Product Demo
	Product Overview Demo (4 min)	Consolidated Reporting Webinar (30 min)

User Training

Training Videos
	Basic Training: Lessons 01 - 05 (3 min each)	Basic Training: Lessons 11 - 15 (3 min each)
	Basic Training: Lessons 06 - 10 (3 min each)	Basic Training: Lessons 16 - 18 (3 min each)

Training Webinars
	Introducing: The Enterprise Edition (30 min)
	Productivity Tips for the Navigator User (30 min)

Getting Started Guides
	Account Qualifiers	Data Entry Tips
	Shortcut Keys	Advanced Navigator Topics

Family Office Technology

White Papers
	Selecting a Financial Software Provider	Developing a Software Budget
	Performing a Software Needs Analysis	Appendix: Software Needs Analysis Table
	Understanding the Implementation Process	Planning for Data Migration
	Family Office Dynamics

Webinars & Presentations
	Setting a Family Office Technology Strategy Webinar (60 min)
	Using a Private Trust Company to Manage Family Wealth Webinar (25 min) NEW
	Family Office: The Role of the CPA (34 min)

Accounting Guides

General Ledger Accounting
	Cash Flow Projections	Nonprofit Entities
	Consolidated Reporting	Check Printing
	Accounts Receivable

Partnership Accounting
	Partnership Accounting for Contributed Property

Portfolio Accounting
	Traded Stock Options RECENT	Portfolio Accounting Webinar (60 min)
	Marketable Securities Webinar (60 min)

Private Equity Accounting
	Private Equity Accounting (Overview)	Private Equity Accounting Webinar (60 min)
	Private Equity Accounting (Detailed)	Sample Data: Private Equity

Trust and Estate Accounting
	Trust and Estate Accounting (Overview)	Trust and Estate Accounting (Detailed)
	Financial Reporting for Trusts & Estates Webinar (50 min)

Foundation Accounting
	Family Foundation Accounting (Overview)
	Comprehensive Reporting for Family Foundations (Detailed)
	Financial Reporting for Family Foundations Webinar (55 min)

Reporting Guides

Investment Reporting
	Time-Weighted vs. Money-Weighted Returns	Hedge Fund 2.0 - Migration to Transparency
	Managing Your Investment Manager	Hedge Fund Classification Strategy - HFRI
	Working With Investment Accounts

Tax Reporting
	Exporting to CCH and Other Tax Preparation Software