single family offices multi client family offices cpas serving high net worth clients trust and estate managers functionality needs by role mena family office services product accounting features reporting capabilities data retrieval market indexes services client implementation aggregation & reporting on demand staffing resources resource center white papers videos trainings and recorded webinars . newsletters blog company corporate values significant milestones management team advisory council north america advisory council middle east strategic partners giving back careers contact us family office software online demo our integrated general ledger g l and portfolio accounting system tracks a broad range of marketable investments and personal assets . take a tour of the accounting and reporting software . see product demo learn more polaris our newest solution our integrated general ledger & portfolio management software is ideal for financial statements for investors portfolio management and analysis investment reporting and analysis consolidated general ledger accounting tax reporting and more . see the polaris one page flyer family office accounting & reporting our integrated general ledger and portfolio tracking software is used by family offices cpas trust and estate managers and other financial professionals serving high net worth clients . accounting features high net worth portfolio tracking our software can handle both marketable securities and alternative investments . track stocks bonds mutual funds and traded options along with private equity real estate art and other fixed assets . portfolio accounting integrated g l & portfolio tracking for over 30 years financial navigator inc. has focused on the accounting and reporting needs of high net worth investors and family offices . today our software is the preferred accounting solution for single family offices multi client family offices cpa firms trusts and estates partnerships and family foundations . our integrated general ledger g l and portfolio accounting system tracks a broad range of marketable investments and personal assets . see product demo news & announcements latest papers events blog polaris integrated general ledger & portfolio management software new financial navigator inc. moved to bigger office the future of data retrieval family office & technology survey resultssurvey results 10 pages new the ipi report family office technologyjournal article 7 pages implementing a technology strategy for a family officewhite paper 8 pages webinar the cipm program how can it benefit me recorded webinar 42 minutes ceo ed van deman presention on the cipm programjuly 10 city club of san francisco cfa sf polaris integrated general ledger & portfolio management software new financial navigator inc. moved to bigger office the future of data retrieval single family offices a single family office needs to gather organize analyze and communicate massive amounts of financial data on a recurring basis . accuracy and timeliness are essential . we have the tools to help you meet this challenge effectively and efficiently . and we have the track record to prove it learn more multi client family offices as a multi client family office you need all the capabilities of a single family office and more . fortunately our solution has enormous capacity for the number of entities it can track and the volume of transactions it can handle . we can meet all the demands you put on your accounting system . learn more cpas serving high net worth clients cpas know that their high net worth practice stands on the foundation of maintaining timely and accurate financial data for their clients . our accounting software provides an integrated general ledger and portfolio tracking solution with true double entry accounting integrity . learn more trust and estate managers trust and estate managers have a myriad of reporting responsibilities from multi generational beneficiaries to legal and tax authorities . our accounting system allows you to track manage and report on the diverse types of information required by these separate interests with accuracy and ease . see more our focus single family offices multi client family offices certified public accountants trust & estate managers mena family office services product general ledger accounting comprehensive reporting financial data retrieval market indexes system requirements services client implementation aggregation & reporting on demand staffing resources accounting guides product brochures sample report packets webinars & presentations company corporate values management team advisory council our blog financial navigator inc. all rights reserved . search sitemap privacy license cookie policy silicon valley dubai contact