Family Office Accounting and Portfolio Tracking Software - Financial Navigator, Inc.

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Family Office Accounting and Reporting Software Navigator is an integrated general ledger and portfolio management package used by Family Offices, CPAs, Trust and Estate managers and other financial professionals. Learn more > The Enterprise Edition Has Arrived Packed with powerful cross-entity features, the Enterprise Edition offers relief for Family Offices, CPAs and other financial professionals managing large numbers of entities. Intercompany Transactions Among Entities Streamlined Portfolio Updates Across Entities Web Enabled Platform for Online Access Compare editions > Intercompany Transactions Navigator's Intercompany Transactions feature makes transfers, distributions, and payments among your entities a breeze. Make payments through operating companies Record distributions amongst partners from partnerships Transfer of funds between individuals Learn more > The Family Office Accounting Solution Navigator is an integrated general ledger and portfolio accounting software solution that tracks securities and alternative investments. Stocks, bonds, mutual funds, traded options and other securities Private equity, real estate, oil & gas and other alternatives Buildings, land, vehicles, art and other fixed assets Learn more >
For more than 25 years, Financial Navigator, Inc. has focused on the accounting and reporting needs of High-Net-Worth investors and Family Offices. Our solutions are used by Single Family Offices and Multi-Family Offices, CPA Firms, Trusts and Estates, Partnerships and Private Family Foundations. Our integrated general ledger and portfolio accounting software tracks a broad range of investments including marketable securities, private equity, real estate, venture capital and more.
	Family Offices Family Offices face a unique set of accounting and financial reporting challenges. Our integrated general ledger and portfolio tracking software handles the complex accounting and reporting needs of Single Family Offices and Multi-Family Offices. Learn more > CPAs Serving High-Net-Worth Clients CPAs perform a wide range of services for their High-Net-Worth clients. Navigator is a true double-entry portfolio accounting system with robust reporting capabilities that allow you to quickly answer your clients' requests. Learn more >	Latest News Newsletter: Our latest Quarterly Newsletter is now available "In the Cloud or Just in the Fog?" Webinar: Growing Your High-Net-Worth CPA Practice (Recording Available) Webinar: The Wealth Manager's Guide to Investment Performance (Recording Available)

PRODUCTS General Ledger Accounting Portfolio Tracking & Reporting Financial Statements Partnership Accounting & Reporting Trust and Estate Accounting & Reporting Performance Reporting Tax Reporting and Trial Balance Security Portfolio Analytics Consolidated / Roll-Up Reporting Investment Data Retrieval Check Writing and MICR Printing Intercompany Accounting	SOLUTIONS Single Family Office / Multi-Family Office Certified Public Accountants (CPA) Investment / Wealth Managers Trust and Estate Managers PARTNERS Investment Firms Accounting Firms Banking Institutions Credit Card Companies Professional Associations Technology and Data Suppliers Client Testimonials	RESOURCES Accounting Guides / White Papers Sample Report Packets Webinars and Presentations Product Brochures COMPANY Significant Milestones Management Team Career Opportunities Quarterly Newsletters Upcoming Conferences

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