Trust Accounting Software

Navigator

Name: Navigator
Brand: Financial Navigator

Integrated general ledger and portfolio reporting software for family offices, CPA firms and trust companies

By Financial Navigator

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Accounts Receivable
Bank Reconciliation
CPA Firms
Expense Tracking
+7 more

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TrustList summary

Navigator is software from Asset Vantage that joins a general ledger with portfolio management. It is meant to give a consolidated view of a family's whole net worth, with figures reconciled and reported the same day.

What Navigator offers

Financial data aggregation: pulls in liquid and illiquid investments, income and expenses, including custodian and bank feeds.
Portfolio performance: reporting and analytics across asset classes.
Integrated general ledger: supports multiple asset classes and currencies, built on IFRS and GAAP standards.
Partnership accounting and check writing: handles entity-level bookkeeping and payments.
Mobile app and document vault: iOS and Android access plus secure document storage.

Who it serves

Single family offices, multi-family offices, accounting firms, trust companies, investment firms and other financial professionals.

Summary written by TrustList from the business's own published information, Oct 2026.

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Navigator rankings

Navigator is ranked on 2 TrustList rankings: #8 on 1 and #10 on 1, across 2 categories.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. Navigator has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Bank reconciliation software · 1 ranking

#8of 50
Bank reconciliation software
It is one of 6 here listing receipt management and one of 13 here listing CPA firms.
Of the 50 here, 43 also cover accounts receivable and 35 also cover billing & invoicing.
Behind Zoho Books, ahead of Dolibarr.

Accounts receivable software · 1 ranking

#10of 67
Accounts receivable software
It is one of 4 here listing receipt management and one of 14 here listing CPA firms.
Of the top 61 here, 44 also cover billing & invoicing and 40 also cover bank reconciliation.
Behind Zoho Books, ahead of Local Government Solutions.

As of 2026-11-14. Organic ranks only; sponsored placements are never ranks. How TrustList ranks