A Powerful, New Reporting System

Daniel Serrano
By Technology, Webinar

The value of financial data is best realized when conveyed by an informative, easy-to-use, decision-making tool. Financial Navigator’s new web-based reporting platform serves this purpose on many levels.

For example, tracking interests through multiple layers of ownership can be a confusing, time-consuming process. Consider a person who is one of several beneficiaries of a family trust, where that trust owns an LLC which, in turn, holds an interest in a partnership. This ownership chain could then extend through another dozen levels or more. In the past, understanding the relationship between all those different entities, as well as the person’s degree of ownership in each layer, was a daunting challenge – even more so if any ownership percentages changed during the year. Today, with Financial Navigator’s enhanced reporting abilities, such information can be generated instantly.

This new capacity to designate “families of families” allows users to translate the type of complex ownership chains described above into clear and meaningful reports. In addition, new customizable dashboards, with charts, graphs and related visual summaries of information, enable users to quickly absorb facts and simplify decision-making. Other new features include more in-depth reports, faster performance and a more user-friendly interface. Plus, our new web-based reporting will run on Windows, Macs, smartphones and tablet devices, so it can be used anytime, anywhere.

These exciting advances are available to our users now and at no extra charge. Learn more by watching the recent in-depth demonstration of our new reporting platform.