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 software is the preferred accounting solution for Single Family Offices, Multi-Client Family Offices, CPA Firms, Trusts and Estates, Partnerships and Family Foundations.
Our integrated general ledger (G/L) and portfolio accounting system tracks a broad range of marketable securities, private equity, direct investments, real estate as well as other personal assets. Because it has strong accounting functionality, it works for tracking limited partnerships serving as holding companies for investments.
Discover the tool hundreds of family offices, CPAs and financial professionals use to be more efficient. Take a tour of our accounting and reporting software.