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Online valuations and investment analysis
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Aggregated valuations for clients delivered from your website and configured as you want them -
Portfolio management and client investment reports
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Advanced modeling tools that link to client investments to make switching easy, with in depth portfolio fact sheet reports for your customers -
New business administration and management reporting
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Improved work flow, automated commission calculation and comprehensive analysis of assets under advice -
Data handling services
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Aggregated data feeds for use in your own valuation tools or business applications
News & updates
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21 - 04 - 2022
Client Email Response
Record client response through bulk emails
Store list of responses into the system
Can be used for fund switches or any other situation you need to request a client response For more information, contact nav support -
15 - 06 - 2021
Email Campaign Manager
Build new campaign list base on any database criteria
Design and store email templates
Use objects form the database directly into the email
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14 - 07 - 2020
Multi-Factor (MFA) Authentication
2-step verification
Secure, fast and easy
Use any smartphone as the authenticator
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30 - 06 - 2020
Client fact find & Risk profile
Customise client fact find templates
Produce financial ratios
Establish what risk profile your client fits within
Connect the risk profile of the client to model portfolios
