Polaris™: Integrated General Ledger & Portfolio Management Software

Manu Goyal, CFA

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.

Our newest solution, Polaris™, is ideal for:

  • Financial Statements for Investors
  • Investment Reporting and Analysis
  • Tax Reporting
  • Partnership Accounting
  • Portfolio Management and Analysis
  • Consolidated General Ledger Accounting
  • Real Estate and Direct Investments
  • Trust, Estate and Foundation Accounting

For free financial resources and to see a product demovisit www.finnav.com.