This acquisition and our integration with Asset Vantage represent the next steps in helping us meet that continuous challenge.
You can read the complete press release.
Combining Resources
The entire team at Financial Navigator is eager to be joining forces with Asset Vantage and is energized by the additional resources and extended reach that will result from this combination. The blending of our firms will allow us to expand our market presence and software capabilities not only in the United States, but also globally, in order to better serve our clients.
Global Perspective
With years of experience in multiple countries and cultures, Asset Vantage brings a global perspective to its cloud-based technology solutions for the wealth management industry. Its software system provides a fully configurable portfolio reporting and reconciliation, data aggregation and analytics tool that is suitable for all asset classes, currencies and geographies. You can learn more at AssetVantage.com.
Strengthening our Management Team
Mark Rogozinski is CEO of Asset Vantage. Based in Stamford, CT, he oversees the operations of the company in North America, Asia and the Middle East and has played a critical role in achieving the combination of our two firms. With a long history of providing financial management services to the high-net-worth market, Mark has a deep understanding of our clientele and their data reporting needs. His strategic vision, coupled with tremendous experience in our industry and a passion for customer support will prove invaluable to our future success. I look forward to working with him for many years to come.
Answering Your Questions
This event marks a major advancement in the abilities and scope of our company. Understandably, you may have questions about how this change might impact you and the Financial Navigator products and services you are currently using. For answers to such questions, please visit FAQ about the Asset Vantage acquisition.
Looking Ahead
Today, as was the case when we started many years ago, we are dedicated to providing a world-class financial reporting and accounting software solution for all our clients around the globe. With our newly expanded capabilities we are now more enthused than ever about our ability to meet and exceed your expectations.
