Financial Navigator, Inc.



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 software 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. It can accommodate a wide range of entities including individuals, partnerships, trusts, estates, foundations, and LLCs. Today, our products and services are used by financial professionals to analyze and report on a collective portfolio asset base exceeding $100 billion.

To learn more about Financial Navigator and ByAllAccounts, please call 800-468-3636 or e-mail sales@finnav.com.