Navigator
Navigator is an advanced accounting software designed to streamline financial management for family offices. It seamlessly integrates all investments, income, and expenses while providing precise tax-lot level reconciliation. Users benefit from real-time analytics, secure mobile access, and robust reporting features, allowing for informed decision-making across diverse asset classes.
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Top Navigator Features
- Investment data aggregation
- Tax-lot level reconciliation
- Mobile app access
- Partnership accounting feature
- Performance analytics engine
- Seamless GL integration
- Liability management tracking
- Non-standard asset tracking
- Automated transaction categorization
- Daily market valuation updates
- Customized reporting capabilities
- Family succession planning tools
- Secure data access
- AI-driven financial insights
- Global custody connectivity
- Comprehensive bookkeeping services
- Manual transaction support
- Multi-entity accounting support
- Consistent data capture
- Real-time investment monitoring
