Navis Portals
Navis Portals
We provide our clients with access to the same portfolio monitoring and financial planning programs that our team utilizes on a daily basis. Information is continuously updated so that our clients can receive real-time updates with respect to their portfolio and/or financial plan.

Your Portfolio at Your Fingertips

Investment & Portfolio Monitoring
✓ Personalized Homepage
✓ Account Details
✓ Investment Reports
✓ Document Vault