computer software founded mountain view california 1983 headquarters mountain view california key people ed van deman founder ceo john van deman founder products accounting number of employees 100 website www.finnav.com financial navigator inc is a u.s. based software company that develops accounting software targeted towards single family offices sfo multi family offices mfo accounting firms and high net worth individuals . the company was founded in 1983 and is headquartered in mountain view ca . contents 1 company profile 2 products 2.1 core application 2.2 add on modules 2.3 other services 3 external links company profile edit financial navigator inc was founded in 1983 by brothers ed and john van deman to service the accounting and financial reporting needs of the high net worth market where very few comprehensive software packages existed at the time . the company s primary product is navigator a financial management and reporting application for managing complex financial situations such as those faced by the very wealthy trust and estate managers and cpas among others . navigator is complemented by a suite of modules that extend the functionality of the main application adding features such as consolidated reporting performance measurement brokerage and banking downloads as well as check printing among other features . products edit core application edit navigator the core application provides functionality such as investment and portfolio tracking of everything from securities to oil and gas to antiques financial statements and financial reporting . the application uses a double entry accounting system . the application supports the . ofx open financial exchange file format standard . the application runs on windows workstations and servers . the application can be deployed locally or as a hosted solution . the first version was released in 1984 and upgrades have followed roughly every two years . the current version is 9.5 released in october 2011 . modules that extend the functionality of the program have been added over the years such as the ability to link to bank and brokerage accounts as well as automatic updating of security prices . add on modules edit roi roi adds performance reporting for investments and portfolios that allows for risk adjusted benchmarking . roi can measure performance by manager or individual investor . advanced reports module that allows for the creation of reports that span multiple years and entities . portfolio view module that allows for automatically classifying portfolios by geography capitalization sector industry and other criteria . brokerlink retrieves and imports brokerage data in to navigator from online brokerage accounts . banklink retrieves and imports bank transaction from checking savings credit card and bill payment services in to financial naviagtor . supports . ofx . qfx and . qif file formats . checkform print checks including micr codes on to blank check stock . stockweb updates current stock prices and dividends over the internet and conduct research over the web . pricelink module that can retrieve and update historical prices in a portfolio including bonds warrants and mutual funds . other services edit navigator oneview hosted managed service that provides data collection portfolio tracking and financial reporting to clients . external links edit http www.finnav.com retrieved from https en.wikipedia.org w index.php title financial navigator & oldid 697809302 categories companies based in mountain view californiacompanies established in 1983software companies based in california navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search navigation main pagecontentsfeatured contentcurrent eventsrandom articledonate to wikipediawikipedia store interaction helpabout wikipediacommunity portalrecent changescontact page tools what links hererelated changesupload filespecial pagespermanent linkpage informationwikidata itemcite this page print export create a bookdownload as pdfprintable version languages add links this page was last modified on 2 january 2016 at 01 55 . text is available under the creative commons attribution sharealike license ; additional terms may apply . by using this site you agree to the terms of use and privacy policy . wikipedia is a registered trademark of the wikimedia foundation inc. a non profit organization . privacy policy about wikipedia disclaimers contact wikipedia developers cookie statement mobile view