Strengthen your
Advisory Business

For advisors and financial professionals looking to improve their customer experience and grow their level of assets under management, we offer the support you need so you can do what you do best.

Whether you have your own RIA, want to build your own brand, or want to be an advisor with Navigate, our platform offers everything you need to be more successful. We help by creating more capacity so that you can spend your time acquiring new clients or more time servicing your existing clients. Or have more free time—the choice is yours.

We work best with those advisors that are business minded and know the highest and best use of their time, and with Navigate you always own your own book. Navigate provides a complete solution for advisors to manage their practice, and deliver the most value to those professionals that take a comprehensive view of their clients’ wealth management situation.

The first step in exploring our platform is to schedule a time with either Johan Grahs or Caleb Hopkins to see how we can make you more successful.