Model and project with certainty
Power better outcomes with Navigator’s forward-looking capabilities
Navigator
Optimize investment decisions with superior forecasting
Customize models and project cash flows, returns, liquidity and portfolio value to drive better decision making for clients’ complex private market investments.
Stress test economic scenarios with 300+ capital market assumptions
Effortlessly integrate projections with existing Addepar reports
Easily forecast portfolio risks and returns with sophisticated modeling tools
Effectively manage cash flows and allocations with intuitive pacing models
The right tools for a clearer future
Guide your clients in the right direction with a deeper understanding of their commitments
With Navigator’s robust modeling and projection tools:
Forecast upcoming capital calls and distrubutions
Minimize cash drag and maximize cash flow
Navigator’s extensive scenario analysis capabilities empower you to:
Future-proof your clients’ portfolios with the ability to test against a variety of market conditions
Inform decisions with an eye on the horizon and simultaneous access to historical values
With nearly 300 out-of-the-box assumption models available as well as the ability to create your own:
Ascertain liquidity needs and how to meet them
Implement strategies across both public and private markets with greater confidence
Navigator seamlessly syncs with Addepar reporting.
Create customizable reports fully integrated with the Addepar platform
Provide your clients with a big picture understanding of their wealth and the peace of mind that accompanies it
Navigator’s biggest strength is its flexibility and ease of use. When we meet with clients to discuss asset allocation decisions, we can revise projections in minutes as needed to account for future allocation adjustments.
Thomas Nicholson
Head of Investment Analytics at Attinger
Being able to model sophisticated cash flows when we’re showing commitments on a monthly, quarterly, and annual basis over years, what we expect from distributions from investments, the return of capital, how we classify these things – all with, literally, a few flips of some toggles and switches enables us to give much clearer and more concise advice.
Brett Sharkey
Co-Founder and Managing Director
of Three Bridge Wealth Advisors
Addepar’s Navigator has changed the way we communicate with our clients, helping us better guide them on a go-forward basis. It’s become an instrumental part of our client discussions.
Eric Thurber
Co-Founder & Managing Director,
Three Bridge Wealth Advisors
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