Navigate Advisors

Get your finances under control with Navigates personal wealth app to help you manage your entire financial world. View your personal net worth, create household budgets, set personal goals, connect with your Navigate Team, and store all your important documents - in one place.
Highlights of the Navigate app include:
- Syncing assets and liabilities to understand your financial position.
- Creating personal budgets, tracking spend and managing your personal cashflow.
- Setting personal financial goals and measuring your success.
- Storing your important documents securely in the cloud.
- Get notifications when action/attention is required.
- Sign off electronically on documents and return them within seconds.