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"Our organization can support 40 percent more advisors because of Navatar."
Todd Battaglia, President and CEO
Todd Battaglia, President and CEO of Meg Green & Associates, discusses what it takes to run a successful investment management firm and why Navatar is a critical component of his framework. Highlights include:
Leave no client behind: Know which client hasn’t been touched or contacted.
Create efficiency across the firm: See all relevant information in one view.
Track critical information: Record activities of every single manager.
Manage compliance: Track compliance at the client level and the investment management level.
Watch how Cascade became a client service leader using the cloud.
WATCH NOWWe offer a cloud solution that leading wealth managers use to win clients and manage their advisory business effectively. The platform comes integrated with custodians, portfolio management, reporting, document management and much more.
Navatar Wealth ManagementWe offer a cloud solution that leading wealth managers use to win clients and manage their advisory business effectively. The platform comes integrated with custodians, portfolio management, reporting, document management and much more.
Navatar Wealth Management