Are you ready to transform your financial advisory process?
Something special is coming!
Why use Navigate?
Solve Core Industry Challenges
The financial services industry is fast-paced and heavily regulated, requiring advisers to meet strict standards for client reviews. Navigate solves three critical challenges.
Incomplete Data Collection
Quickly generate purchase orders based on inventory levels and job requirements.
Poor Documentation Quality
Produce thorough, accurate review letters automatically, cutting down on time spent on paperwork while improving compliance scores.
Compliance Risks
Navigate helps demonstrate that your advisers meet all regulatory requirements in every review, preserving trust and protecting revenue.
What is Navigate?
Key Features of Navigate
Seamless Data Capture
Simplify the process of gathering client financial information, ensuring every review is complete and accurate.
Automated Review Letters
With Zoho Writer integration, effortlessly generate high-quality review summaries with just a click.
Customisable Review Sections
Tailor client reviews to fit unique needs—whether individual clients or family portfolios.
Salesforce Integration
Import financial data securely from Salesforce to Navigate without hassle, saving time and avoiding errors.
Enhanced Data Integrity
Ensure every record is up to date and accurate with robust upsert functions, history logging, and validation checks.
Future-Proof Automation
Plans for Zoho RPA integration will allow full automation of data imports, freeing up valuable time for advisers.
Who is Navigate For?
Use Cases
If your business provides financial advice and conducts regular client reviews, Navigate is designed to meet your needs.
Independent Financial Advisers (IFAs)
Wealth Management Firms
Financial Planning Companies
Corporate Financial Services
Achieve More with Navigate
Navigate empowers financial services firms to:
What Will Navigate Provide?
Enhance Compliance
Easily demonstrate adherence to regulatory standards with complete and accurate review documentation.
Improve Client Trust
Deliver high-quality review letters that clearly outline recommendations and outcomes, building client confidence.
Save Time & Resources
Streamline data entry, automate document generation, and free up time for what matters most—building client relationships.
Preserve Revenue
Avoid compliance-related penalties and safeguard your fee income by ensuring every client review meets regulatory standards.