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.

Model and project with certainty

Power better outcomes with Navigator’s forward-looking capabilities

• 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

Guide your clients in the right direction with a deeper understanding of their commitments

Forecast cash flows to meet liquidity needs

With Navigator’s robust modeling and projection tools:

• Forecast upcoming capital calls and distrubutions
• Minimize cash drag and maximize cash flow

Anticipate any scenario and prepare accordingly

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

Apply market assumptions for better insight

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

Customize reports to tell compelling stories

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