Navatar One

Watch quick demo of Navatar One

Navatar One is the next-generation cloud solution
for RIAs and independent advisors. It provides
everything you need to run your wealth management
business, out-of-the-box. It is integrated with
custodians, portfolio management, reporting, and
document management systems, and also comes
with integrated components to manage funds.
Navatar One doesn't break the bank and doesn't
require IT support.

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, the sophisticated
    virtual data room that helps you manage
    your clients.
  • 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.

Watch a demo now or contact us at 212-863-9655 or for an interactive demo with one of our product specialists.

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