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Family Office Accounting Software, Portfolio Reporting Software, Trust and Estate Accounting Software - Financial Navigator, Inc.

Financial Navigator, Inc. focuses strictly on the accounting and reporting needs of Single Family Offices, Multi-client Family Offices, CPA firms, Trust and Estate managers, Partnerships and Private Family Foundations. Our software is an integrated general ledger and portfolio tracking system that handles a broad range of investments including marketable securities, private equity, real estate, venture capital, art and other fixed assets.

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Financial Navigator, Inc.

System Administrator

883 N. ●●●●●●●e Blvd.

Moun●●●●View , CA, 94043

US

1.65●●●●0300
1.65●●●●0730
ma●●●●●●●@finnav.com

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Financial Navigator, Inc.

System Administrator

883 N. ●●●●●●●e Blvd.

Moun●●●●View , CA, 94043

US

1.65●●●●0300
1.65●●●●0730
ma●●●●●●●@finnav.com

View this contact

Financial Navigator, Inc.

System Administrator

883 N. ●●●●●●●e Blvd.

Moun●●●●View , CA, 94043

US

1.65●●●●0300
1.65●●●●0730
ma●●●●●●●@finnav.com

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Family Office Accounting Software, Portfolio Reporting Software, Trust and Estate Accounting Software - Financial Navigator, Inc. | finnav.com Reviews
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Financial Navigator, Inc. focuses strictly on the accounting and reporting needs of Single Family Offices, Multi-client Family Offices, CPA firms, Trust and Estate managers, Partnerships and Private Family Foundations. Our software is an integrated general ledger and portfolio tracking system that handles a broad range of investments including marketable securities, private equity, real estate, venture capital, art and other fixed assets.
<META>
KEYWORDS
1 family office software
2 family office accounting software
3 family office reporting
4 portfolio accounting software
5 portfolio reporting software
6 investment accounting software
7 investment reporting software
8 foundation accounting software
9 trust and estate accounting software
10 trust and estate software
CONTENT
Page content here
KEYWORDS ON
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demo,blog,our focus,single family offices,multi client family offices,product,accounting features,reporting capabilities,data retrieval,market indexes,services,client implementation,aggregation and reporting,on demand staffing,resources,newsletters,latest
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Family Office Accounting Software, Portfolio Reporting Software, Trust and Estate Accounting Software - Financial Navigator, Inc. | finnav.com Reviews

https://finnav.com

Financial Navigator, Inc. focuses strictly on the accounting and reporting needs of Single Family Offices, Multi-client Family Offices, CPA firms, Trust and Estate managers, Partnerships and Private Family Foundations. Our software is an integrated general ledger and portfolio tracking system that handles a broad range of investments including marketable securities, private equity, real estate, venture capital, art and other fixed assets.

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Financial Navigator Support › Log In

Welcome to Financial Navigator Support. This site is accessible to approved users only. To be approved, you must first register. Larr; Back to Financial Navigator Support.

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Blog – Financial Navigator, Inc. | The Financial Navigator Blog

Our integrated general ledger and portfolio tracking software. Is used by Family Offices, CPAs, and Trust and Estate managers. Serving High Net Worth clients. Blog – Financial Navigator, Inc. The Financial Navigator Blog. Middle East / North Africa. 9 Essential Steps in Selecting a Software Solution. August 2, 2015. Easier and more successful. 1 Establish Your Business Objectives. Review the objectives you defined in Step 1 to establish which are most important. What must you have right away? You need&#4...

INTERNAL PAGES

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1

Client Implementation - Financial Navigator, Inc.

http://www.finnav.com/services/client-implementation.html

CPAs Serving High Net Worth Clients. Trust and Estate Managers. Functionality Needs by Role. MENA Family Office Services. Resource Center ». White papers, videos, trainings and recorded webinars. Advisory Council - North America. Advisory Council - Middle East. Our implementation process is thorough, efficient and works with your schedule. We partner with you to ensure you get the most out of our software right from the start. See a demo ». White papers ». Using all of these sources we create a complete ...

2

Corporate Values - Financial Navigator, Inc.

http://www.finnav.com/company/values.html

CPAs Serving High Net Worth Clients. Trust and Estate Managers. Functionality Needs by Role. MENA Family Office Services. Resource Center ». White papers, videos, trainings and recorded webinars. Advisory Council - North America. Advisory Council - Middle East. Our Mission, Vision and Values. Competence, stability, and a passionate belief in technology have kept us going for over 30 years. Today, our software is used by professionals to report on a collective asset base exceeding $100 billion. Our Missio...

3

Accounting and Portfolio Tracking Software for the High Net Worth Marketplace - Financial Navigator, Inc.

http://www.finnav.com/product/accounting.html

CPAs Serving High Net Worth Clients. Trust and Estate Managers. Functionality Needs by Role. MENA Family Office Services. Resource Center ». White papers, videos, trainings and recorded webinars. Advisory Council - North America. Advisory Council - Middle East. No matter the number or diversity of entities, nor the range of investments, our software provides a complete accounting solution for our High Net Worth clients and the professionals who support them. See a demo ». White papers ». Create reports f...

4

Significant Milestones - Financial Navigator, Inc.

http://www.finnav.com/company/milestones.html

CPAs Serving High Net Worth Clients. Trust and Estate Managers. Functionality Needs by Role. MENA Family Office Services. Resource Center ». White papers, videos, trainings and recorded webinars. Advisory Council - North America. Advisory Council - Middle East. For over 30 years, we have consistently introduced new product offerings and functionality. Our strategic partnerships complement our products, to deliver comprehensive solutions for our clients. Significant Financial Navigator Milestones. Of Belm...

5

Accounting Software for Trust and Estate Managers - Financial Navigator, Inc.

http://www.finnav.com/focus/trust-estate-manager.html

CPAs Serving High Net Worth Clients. Trust and Estate Managers. Functionality Needs by Role. MENA Family Office Services. Resource Center ». White papers, videos, trainings and recorded webinars. Advisory Council - North America. Advisory Council - Middle East. CPAs Serving HNW Clients. Trust and Estate Managers. Trust and Estate Managers. See a demo ». White papers ». Separate Principal and Income Accounts. Trust and Estate Accounting Overview. Trust and Estate Accounting Guide. To help serve multiple a...

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Business. Web. Applications.

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Experts in Microsoft Technologies. Experts in Microsoft Technologies. Building applications for the Web or Desktop, we understand what business rules and deadlines are all about. Not Websites, Web Applications. Websites primarily support information flow in one direction they are meant to inform. Web Applications are used to drive your business and get things done. They are much more interactive and can be used to accomplish a goal. Click Here to Learn More. Get Back on the Road. Click Here to Learn More.

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Investment Research

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Standard and Poors Compustat. Standard and Poors Comstock. Standard and Poors Market Insight. Standard and Poors Stock Reports on Demand ($). The Wall Street Journal. Standard and Poors 500 Index. Cusips for US Debt. J J Kenny Munibase. Federal Reserve Bank of St Louis.

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Business. Web. Applications.

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Experts in Microsoft Technologies. Experts in Microsoft Technologies. Building applications for the Web or Desktop, we understand what business rules and deadlines are all about. Not Websites, Web Applications. Websites primarily support information flow in one direction they are meant to inform. Web Applications are used to drive your business and get things done. They are much more interactive and can be used to accomplish a goal. Click Here to Learn More. Get Back on the Road. Click Here to Learn More.

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CPAs Serving High Net Worth Clients. Trust and Estate Managers. Functionality Needs by Role. MENA Family Office Services. Resource Center ». White papers, videos, trainings and recorded webinars. Advisory Council - North America. Advisory Council - Middle East. Family Office Software Online Demo. Our integrated general ledger (G/L) and portfolio accounting system tracks a broad range of marketable investments and personal assets. Take a tour of the accounting and reporting software. Watch Now ». Today, o...

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