Sales

sales@navatargroup.com

eusales@navatargroup.com

Wealth Management Software

The business development, client management and reporting engine that transforms ordinary advisors into leading wealth management firms.

Lead, Not Lag Competition

Leave No Client Behind

Provide each client a personalized approach by efficiently capturing and utilizing previous meeting notes, key discussion points and following through on action items.

Provide each client a personalized approach by eff...

Provide each client a personalized approach by efficiently capturing and utilizing previous meeting notes, key discussion points and following through on action items.

Scale Your Business Faster

Standardize and automate key processes, including client on-boarding, to avoid spending time on repetitive tasks. Centrally manage each advisor's activity from one simple dashboard.

Standardize and automate key processes, including ...

Standardize and automate key processes, including client on-boarding, to avoid spending time on repetitive tasks. Centrally manage each advisor's activity from one simple dashboard.

Leverage Institutional Memory

Develop intelligence and use it to your competitive advantage by tracking every client, and every interaction, to grow your data and better manage your business.

Develop intelligence and use it to your competitiv...

Develop intelligence and use it to your competitive advantage by tracking every client, and every interaction, to grow your data and better manage your business.

Establish a Metrics-Driven Approach

Evaluate your performance and success against peer firms. Over 80 percent of our clients see measurable improvements within the first year of implementation.

Evaluate your performance and success against peer...

Evaluate your performance and success against peer firms. Over 80 percent of our clients see measurable improvements within the first year of implementation.

A Single, Simplified Platform

Seamless integration with Outlook/Gmail, mobile devices, Capital IQ, Preqin, and hundreds of other applications.

Learn About The Technology

A Single, Simplified Platform

Seamless integration with Outlook/Gmail, mobile devices, Capital IQ, Preqin, and hundreds of other applications.

Learn About The Technology
Testimonials

Navatar helped us generate an extra $100,000 in revenue. I would say that pays for the software for quite many years to come.

Todd Battaglia, President & CEO, Meg Green & Associates

Navatar’s time-saving capabilities allows me to contact two to three more clients per day.

Stephen Wescott, Principal, Sterling Financial Group

Navatar is a fully integrated turnkey platform that connects all our key functional areas.

John Van Sant, President & CFO, Cascade Financial Management

Todd Battaglia
Stephen Wescott
John Van Sant

Our Thinking

case studies
  • Wealth Management

    Watch how Meg Green uses Navatar to ensure no client is left behind.

    WATCH NOW
  • Wealth Management

    Watch how Cascade became a client service leader using the cloud.

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