Company Overview

Navatar Group
is the premier provider of cloud solutions, which combine CRM, content management and data, for the financial services industry. Navatar's financial cloud solutions
for asset management, wealth management,
investment banking, and capital markets are used by
large and small firms in more than 30 countries.
Navatar is one of the top ISV partners of,
and our products are built on the Salesforce cloud
and Box content platform.

Navatar's cloud products are hugely popular because they are:

  •  Subscription based, so you pay per seat, and not by the hour.
  •  Ready to deploy out of the box, so there is no need to hire systems integrators or consultants.
  •  Fully supported by Navatar, so you don't need an IT staff.
  •  Connected to data sources from third parties, so you don't need to build integrations.
  •  Connected to custodians and broker/dealers, so your transaction and holdings information is integrated.
  •  Connected to networks of other financial firms, so you can easily find people to do business with.

Please contact us at 212-863-9655 or We would love to hear from you.

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