Financial Navigator

Financial Navigator

Infobox Company
company_name = Financial Navigator, Inc
company_
company_type = Private
foundation = Mountain View, California (1983)
location = Mountain View, California
key_people = Ed Van Deman, founder, CEO
John Van Deman, developer, CTO
industry = Computer software
products = Home office, accounting
homepage = [http://www.finnav.com/ www.finnav.com]
num_employees = <100

Financial Navigator, Inc is a U.S. based software company that develops accounting software targeted towards family offices, accountants, and high-net-worth individuals. The company was founded in 1983 and is headquartered in Mountain View, CA.

Company Profile

Financial Navigator, Inc was founded in 1983 by brothers Ed and John Van Deman to service the accounting and financial reporting needs of the high-net-worth market, where very few comprehensive software packages existed at the time. John Van Deman became the lead developer, while Ed Van Deman focused on strategy and sales.

The company's primary product is Navigator, a financial management and reporting application for managing complex financial situations (such as those faced by the very wealthy, trust and estate managers, and CPAs, among others). Navigator is complemented by a suite of add-on modules that extend the functionality of the main application, adding features such as advanced reporting, brokerage and banking link, as well as check printing, among other features.

Products

Core Application

Navigator - The core application provides functionality such as investment and portfolio tracking (of everything from securities, to oil and gas, to antiques), financial statements, and financial reporting. The application uses a double-entry accounting system. The application supports the .OFX (Open Financial Exchange) file format standard. The application runs on Windows 2000 or higher.

The first version, 1.0, was released in 1984 and upgrades have followed roughly every two years. The current version is 8.2, released in June 2005. Add-on modules that extend the functionality of the program have been added over the years, such as the ability to link to bank and brokerage accounts as well as automatic updating of security prices.

Add-On Modules

ROI - ROI adds performance reporting for investments and portfolios that allows for risk adjusted benchmarking. ROI can measure performance by manager or individual investor.

Advanced Reports - Module that allows for the creation of reports that span multiple years and entities.

BrokerLink - Retrieves and imports brokerage data in to Navigator from online brokerage accounts.

BankLink - Retrieves and imports bank transaction from checking, savings, credit card, and bill payment services in to Financial Naviagtor. Supports .OFX, .QFX, and .QIF file formats.

CheckForm - Print checks, including MICR codes, on to blank check stock.

StockWeb - Updates current stock prices and dividends over the internet and conduct research over the web.

PriceLink - Module that can retrieve and update historical prices in a portfolio including bonds, warrants, and mutual funds.

Impressions - Adds graphing and charting features to Navigator.

Other Services

Navigator OneView - Hosted, managed service that provides data collection, portfolio tracking, and financial reporting to clients via the internet.

External links

* [http://www.finnav.com http://www.finnav.com]


Wikimedia Foundation. 2010.

Игры ⚽ Нужен реферат?

Look at other dictionaries:

  • Charity Navigator — is an independent, non profit organization that evaluates American charities. Its stated goal is to advance a more efficient and responsive philanthropic marketplace by evaluating the financial health of America s largest charities. Contents 1… …   Wikipedia

  • Netscape Navigator — This article is about the original Netscape Navigator product (versions 1 to 4.08). For the final 2007 release, see Netscape Navigator 9. For a full list of Netscape software releases, see Netscape (web browser). Netscape Navigator Netscape… …   Wikipedia

  • Sumitomo Mitsui Financial Group — (SMFG, Сумитомо Митсуи Финанс Груп) Sumitomo Mitsui Banking Corporation (SMBC) Дочерние компании и руководство Sumitomo Mitsui Financial Group Содержание Содержание Раздел 1. История . Sumitomo Mitsui Financial Group — это крупная японская… …   Энциклопедия инвестора

  • Commonwealth Computer Navigator's Certificate — The Commonwealth Computer Navigator s Certificate (CCNC) is a free content project to improve access to computer skills training especially for prospective learners who may not have the financial resources or the wish to acquire these skills… …   Wikipedia

  • BMW Group Financial Services — BMW Bank Unternehmensform GmbH Gründung 1971 Unternehmenssitz München Mitarbeiter 860 (2004) Bilanzsumme 4,5 Mrd. EUR (2007) …   Deutsch Wikipedia

  • Mountain View, California — For other places in California named Mountain View , see Mountain View (disambiguation)#United States of America. City of Mountain View   City   City Hall and the Center fo …   Wikipedia

  • Donahue Gallagher Woods — LLP Headquarters Oakland, California No. of offices 3 No. of attorneys 34 Major practice areas Litigation, Business Coun …   Wikipedia

  • American Institute of Philanthropy — The American Institute of Philanthropy (AIP) is a 501(c)(3) nonprofit organization, created in the United States by Daniel Borochoff in 1992,[1] to provide information about charities financial efficiency, accountability, governance, and… …   Wikipedia

  • Portugal — /pawr cheuh geuhl, pohr /; Port. /pawrdd too gahl /, n. a republic in SW Europe, on the Iberian Peninsula, W of Spain. (Including the Azores and the Madeira Islands) 9,867,654; 35,414 sq. mi. (91,720 sq. km). Cap.: Lisbon. * * * Portugal… …   Universalium

  • Location of European Union institutions —   Institutional seats as fixed in …   Wikipedia

Share the article and excerpts

Direct link
Do a right-click on the link above
and select “Copy Link”