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Financial Navigator User Center Announcements

Navigator 8.2 is here!

Financial Navigator, Inc. is pleased to annouce the release of Navigator 8.2. Annual maintenance users are entitled to a free upgrade and will receive their upgrade package soon during the upcoming weeks. If you have any questions regarding this release, please contact us.

Product Activation

With the new release of Navigator 8.2, FNI has introduced Product Activation to help enforce our License Agreements. With the new release, all users will be entitled to one product key for a single full installation. If you need to operate FN on more than one stand alone computer or on a second network, you need to extend your license to cover these additional computers. For more information, please review our recently mailed Product Activation letter.

With Product Activation and a new version of FN, it may be time to reevaluate your support level to ensure a smooth transition. Please view our Support Upgrade Letter to make sure you have the correct level of support.

Advanced Reports 8.2

Advanced Reports has been released and includes many new features to enhance your reporting experience. Several key highlights include:

New Consolidated Reports – Use six new reports for multiple entities and multiple years plus two reports for single entities and multiple years.
Ownership Percentage – Include the correct ownership percentage by month or years for entities in reports so that Advanced Reports allocates totals to suit your requirements. Report just your percentage of partnership or business interests.
New Investment Reports - Combine investments across entities and years. Sort and total to show clients meaningful information across their investments.
Qualifier Tables – Group multiple qualifiers in a table. Simplify the creation of reports with multiple qualifiers.

For more information, please review our Advanced Reports Release letter.

ROI 8.2

ROI 8.2 has been released and now provides numerous methods of tracking your investments. Balance your portfolio and calculate the Sharpe Ratio to determine risk. With ROI you can:

Determine Client Returns – Measure your client’s rate of return and help them determine where they see themselves in the future.
Rely on calculations from an objective third party –Your managers watch your money, but who is watching them?
Rebalance Your Portfolio – Fluctuations within the market affect investments, rebalance your client’s portfolio, and stay on track.

For more information, view the ROI release letter.