NAVigator

HOME

SERVICES

WHO ARE WE?

CONTACT US


ES

Solutions for portfolio information consolidation

 
 

Our services

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.

Consolidation

Consolidation

Aggregation of information on financial instruments from public and private markets for all currencies and custodians, and many portfolios.

Valuation Reports

Valuation Reports

Personalized presentation of the state of wealth in terms of performance, comparables, and asset allocation in different time frames

Payment Instructions

Payment Instructions

Administration of invoices and payments to third parties for families and societies.

Budgets

Budgets

Customized presentation of income and expenses with controls and alerts

Costs

Costs

Calculation of direct and indirect expenses on investments (TER)

Gobierno Corporativo

Corporate Governance

Task management through alerts and reminders for periodic events for entities management

Contact Us

Email us at hola@navigator.com.com.co for any questions or fill in the following form, and we will contact you shortly.

 
 
 
 
 
 
 
 
 
 
NAVigator
 
 
Navigator Icon
 
NAVigator Croc