Financial Navigators
Financial Services - , Ohio, United States
Financial Navigators Employees
Financial Navigators Details
For over 30 years, Financial Navigator, Inc. has focused on the accounting and reporting needs of High Net Worth investors and Family Offices. Today our products are used to organize, analyze and report on a collective asset base exceeding $100 billion. Our integrated general ledger and portfolio tracking system handles the full range of traditional and alternative investments. Combined with automated data retrieval, extensive reporting capabilities, and the reliability of a true dual-entry system, our software provides a complete accounting solution. In addition, security features safeguard data and can be individually configured, from a single user up to a large CPA firm environment. We can also help clients with data aggregation, accounting, and reporting functions. Our service team can create custom solutions to satisfy every need and budget. We are active members of the American Institute of CPAs and the prestigious Institute for Private Investors.
Financial Navigators Technologies
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Outlook
Marketing Automation
Pardot
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Apache
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Salesforce
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Zendesk
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Amazon AWS