With over 15 years of experience in the market, NAVigator is a Colombian company that provides portfolio management services. NAVigator has developed Optimize, a software solution that helps ultra-high net worth individuals, single and multi-family offices, investment funds, and financial advisory firms consolidate and report public and private market information.
We have helped our clients to consolidate information on their portfolios in a customized, reliable, and truthful way. These portfolios comprise many assets, from equities, fixed income, private equity, real estate, hedge funds, luxury assets, and other more sophisticated assets, consolidating information in different geographies, custodians, currencies, and jurisdictions regardless of the complexity of the corporate structure.
The nature of NAVigator allows us to be in constant evolution, growing as the needs and requirements of our clients also increase.
Today NAVigator supports 7 single-family offices, 4 multi-family offices, +40 families, with more than USD 2,000 in assets under consolidation.
Chief Software Architect
Alberto creó la plataforma financiera Optimize en 2007 tras completar varios proyectos informáticos del sector real y financiero. Tiene más de 20 años de experiencia en la optimización del almacenamiento y procesamiento de datos y en la implementación de sistemas informáticos robustos y confiables. Es Administrador de Empresas del CESA (2001) y Magíster en Economía de la Universidad de los Andes (2009)
Experience with sophisticated wealth structures
Assets under consolidation
Payment instructions daily
(on average)
Single-Family Offices
Families
Multi-Family Offices
Daily process (average)
In addition to consolidating financial information, NAVigator's comprehensive solution also allows our clients to generate reports, issue automated payment instructions, project cash flows, make budgets, calculate costs on investments, manage tasks around the management of their entities, invoicing, among other functions.
One of our advantages over other firms is high customization, with the ability to generate tables, dashboards and graphs tailored to our clients, and work with them on specific projects.
Our software is used by different profiles, from analysts, investment directors, accountants, and owners, supporting operations in the back and front-office.
We are not just a tech company. We have people with extensive experience in the financial sector who understand what our clients need.
Customize the type of permission each team member will have on the platform (editing, visiting, etc.)
Our highest priority. We have the highest security and privacy standards, with two-step verification to access the information on our platform.
