Navatar One is the next-generation cloud solution
for RIAs and independent advisors. It provides
everything you need to run your wealth
business, out-of-the-box. It is integrated with
custodians, portfolio management, reporting,
document management systems, and
with integrated components
to manage funds.
Navatar One doesn't
break the bank and doesn't
Navatar's integrated suite for RIAs
is comprised of three products that
work together seamlessly:
- Navatar One, the cloud solution that
helps you manage your advisory business.
- Navatar Investor,
virtual data room that helps you manage
- Navatar Fund, the cloud solution that helps manage
a private equity or venture fund.
Navatar One has an extremely
easy to use interface, called RIA Hub, that will make you super-efficient.
The flexible interface can easily
be configured to your particular needs and preferences. RIA Hub integrates
LinkedIn, Twitter, and Facebook, so you can build a multifaceted relationship
with your clients. It also integrates the financial accounts and holdings
of your clients.
Autoactions allow you to easily create workflows to automate activities
based on any criteria to help you avoid spending your time on repetitive
tasks. For instance, you can automate all the steps for client onboarding.
The system also sends reminders or alerts based on preset criteria to
perform the process steps.