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NAV Limited provides services to the wealth management industry. The navglobal system provides desk top and internet based valuation, CRM and reporting functions which are flexible enough to incorporate all forms of investment from equities, fixed income and mutual funds to wrap products including lump sum and regular payment insurance products. Property investments and bank accounts can also be incorporated to create a personal balance sheet for investors which are updated daily using a broad range of price feeds and incorporate information provided electronically by many of the worlds major offshore product providers.
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Investors
NAV provides investors with a personal balance sheet that is revalued with the latest prices daily.
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Banks
Provide your customers with online reports and flexible watch lists that allow your clients to monitor their investment strategies.
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Main Features:
> Online Valuation
> Desktop Software
> Chart Analysis
NAV Limited partners with various companies at the fore front of the wealth management industry to provide products that will benefit both investors and their advisors. Offerings include Offshore Bank Accounts, Mutual Funds and specialist Advisory Services. If you have a product or service which you would like to include in this range, please contact us.
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Offshore Banking Service
Provide your clients with an Offshore bank account with balances automatically updated daily on your management platform.
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Trust Companies
As part of the your reporting requirements NAV can provide timely valuations in both written and electronic format.
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Financial Advisors
A comprehensive, proven package that supports back office, management reporting, sales and client reporting.
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