NAVigator provides solutions for consolidating and reporting financial information to ultra-high net worth individuals (UHNW), single and multi-family offices, investment funds, and financial advisory firms.
Aggregation of information on financial instruments from public and private markets for all currencies and custodians, and many portfolios.
Personalized presentation of the state of wealth in terms of performance, comparables, and asset allocation in different time frames
Administration of invoices and payments to third parties for families and societies.
Customized presentation of income and expenses with controls and alerts
Calculation of direct and indirect expenses on investments (TER)
Task management through alerts and reminders for periodic events for entities management
Email us at hola@navigator.com.com.co for any questions or fill in the following form, and we will contact you shortly.