What is Arete Navigator?
Arete Navigator is the firm's new integrated FinOps platform that will elevate how you conduct business across the firm.
What does Arete Navigator encompass?
The system will be used for existing business processes including account openings, new business submissions, commission payment reporting, compliance, and more. Arete Navigator will also offer expanded access to new CRM tools (Client Relationship Management) and client database technology - all built on the proven power of the Salesforce.com platform.
Who will use Arete Navigator?
All affiliated Arete Wealth advisors and their staff will have access to Arete Navigator. Before its official launch in Q2 of this year, we will host a series of informative sessions to help you access, set-up, and master all the benefits of Navigator.
