Family Office Software for SFOs, MFOs & CPAs serving the U-HNW
Finnav. A family office software built to automate performance reporting & general ledger to provide a holistic view of a family’s...
Read Finnav.com news digest here: view the latest Finnav articles and content updates right away or get to their most visited pages. Finnav.com is not yet rated by Alexa and its traffic estimate is unavailable. It seems that Finnav content is notably popular in USA. We haven’t detected security issues or inappropriate content on Finnav.com and thus you can safely use it. Finnav.com is hosted with IONOS Inc. (United States) and its basic language is English.
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Language: English
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A family office software built to automate performance reporting & general ledger to provide a holistic view of a family’s net worth.
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Family Office services | wealth management & Investment accounting software
The family office accounting technology platform & complete family office solution from AV give a detailed picture of a family's net worth. This software is designed to automate general ledger & perfo...
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General Ledger Posting and reconciling the day-to-day transaction activities for a High Net Worth investor can be a laborious and time-consuming process. Unlike other cumbersome systems, our general l...
Finnav.com news digest
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5 years
LTCG – Have you made the most of the grandfathering clause?
The blow of 10% Long Term Capital Gains (LTCG) tax was softened by the grandfathering clause, which exempts LTCG accrued till 31 January 2018 from this tax.
The post LTCG – Have you made the most of the grandfathering clause? appeared first on Asset Vantage.... -
5 years
Managing the Complexity of Partnerships as a Wealth Management Tool
An important factor in generational wealth management is selecting ownership and management structures that minimize income tax for the current generation, as well as minimize estate or inheritance tax for future generations. One such complex but effective...
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5 years
Is your data correct ? – Quick checks
Family Offices are characterized not only by their significant net worth but also by the complexity of their personal wealth: multiple entities, diversified asset classes, numerous advisors and a multitude of bank and Demat accounts. Complexity is the...
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5 years
Securing Online Financial Data
Being vigilant is the key for data security when it comes to your wealth.Get to know more about how to safeguard your online financial data in this article for MINT National, authored by Chirag Nanavati, MD, Asset Vantage. Read it on Livemint
The post Securing Online Financial Data appeared first on Asset Vantage....
Domain history
| Web host: | IONOS Inc. |
| Registrar: | IONOS SE |
| Registrant: | REDACTED FOR PRIVACY (Financial Navigator, Inc.) |
| Updated: | March 10, 2018 |
| Expires: | March 09, 2024 |
| Created: | March 08, 1995 |
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