NavOne for Family Offices

Manage portfolios across family hierarchies with NavOne

  • Complete Family Office Client Management & Accounting for Single and Multi-Family Offices
  • Paper, Fax and Electronic Payments
  • CDD & KYC data, Compliance Questionnaires and Risk Assessments
  • FATCA/CRS/AEI compliance & reporting
  • Integral process management with workflows and business rules
  • Practice Management including time recording and billing if desired
  • Intermediaries, prospects and sales pipeline management
  • Multi-devices including tablets and phones
  • Cloud integration with Office 365 and Cloud deployment
  • Client Portal for Beneficiaries and other Interested Parties
  • Self Service Reporting and Business Intelligence with integral PowerBI




Australia • Bahamas • Bermuda • Cayman • Cyprus • Gibraltar • Guernsey • Hong Kong • Ireland • Isle of Man • Japan • Jersey • Liechtenstein • Luxembourg • Malaysia • Malta • Mauritius • Monaco • Netherlands • New Zealand • Papua New Guinea • Singapore • South Africa • Switzerland • United Kingdom