New
Enhanced Navigator v2 with improved AI capabilities
AI
Intelligent data analysis and natural language queries
Automated insights from client and portfolio data
Navigator AI Agents
Navigator AI Agents
Navigator AI Agents
Enhanced Navigator v2 with improved AI capabilities
Intelligent data analysis and natural language queries
Automated insights from client and portfolio data
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 65 16" xmlns="http://www.w3.org/2000/svg"><defs ><linearGradient id="my7T47mAl-4190863256-linear-gradient" x1="0.396170612255317" x2="0.603829387744683" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="yklVp0itg-4190863256-linear-gradient" x1="0.2338651437254083" x2="0.7661348562745918" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="w9eWQ9PNi-4190863256-linear-gradient" x1="0" x2="1" y1="0.6656085460782806" y2="0.33439145392171943"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="lpGUet_Zo-4190863256-linear-gradient" x1="0.10918208614294456" x2="0.8908179138570554" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="ofiodRVVI-4190863256-linear-gradient" x1="0.11110291840421316" x2="0.8888970815957868" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="xp7feCqRa-4190863256-linear-gradient" x1="0.23392045719424875" x2="0.7660795428057512" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="TmdoRBuCV-4190863256-linear-gradient" x1="0.2269312188375604" x2="0.7730687811624396" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="rywNe2Ari-4190863256-linear-gradient" x1="0.16594835684287412" x2="0.8340516431571259" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="zuSQNQ0PB-4190863256-linear-gradient" x1="0.18024554162540218" x2="0.8197544583745978" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="flmitVzUp-4190863256-linear-gradient" x1="0.11115587659686543" x2="0.8888441234031346" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient><linearGradient id="b9Cg5Vce_-4190863256-linear-gradient" x1="0.16594835684287323" x2="0.8340516431571268" y1="1" y2="0"><stop offset="0" stop-color="rgb(243, 244, 246)"/><stop offset="1" stop-color="rgb(255, 255, 255)"/></linearGradient></defs><g d="M 0 0 L 64.5 0 L 64.5 12 L 0 12 Z M 62.805 2.818 L 62.455 2.818 L 62.455 3.556 L 62.224 3.556 L 62.224 2.818 L 61.875 2.818 L 61.883 2.612 L 62.797 2.612 Z M 63.646 3.134 L 63.951 2.612 L 64.216 2.612 L 64.216 3.555 L 63.992 3.555 L 63.992 2.95 L 63.986 2.95 L 63.648 3.512 L 63.633 3.512 L 63.3 2.956 L 63.293 2.956 L 63.293 3.555 L 63.07 3.555 L 63.07 2.612 L 63.331 2.612 Z M 2.501 7.325 L 1.057 5.068 L 1.057 8.324 L 0.285 8.324 L 0.285 3.675 L 1.019 3.675 L 2.524 6.098 L 4.022 3.675 L 4.725 3.675 L 4.725 8.325 L 3.954 8.325 L 3.954 5.068 L 2.532 7.325 L 2.502 7.325 Z M 9.571 8.324 L 8.784 8.324 L 8.784 3.675 L 9.571 3.675 L 9.571 8.325 Z M 13.627 3.674 L 14.414 3.674 L 14.414 7.619 L 16.645 7.619 L 16.645 8.324 L 13.627 8.324 Z M 23.51 3.674 L 23.51 4.371 L 21.249 4.371 L 21.249 5.598 L 23.299 5.598 L 23.299 6.287 L 21.249 6.287 L 21.249 7.62 L 23.511 7.62 L 23.511 8.324 L 20.478 8.324 L 20.478 3.675 L 23.511 3.675 Z M 29.61 3.745 L 28.165 1.488 L 28.165 4.745 L 27.394 4.745 L 27.394 0.095 L 28.127 0.095 L 29.632 2.518 L 31.13 0.095 L 31.834 0.095 L 31.834 4.745 L 31.062 4.745 L 31.062 1.488 L 29.64 3.745 Z M 28.974 9.935 L 30.244 9.935 L 29.609 8.216 Z M 29.995 7.254 L 31.78 11.903 L 30.978 11.903 L 30.501 10.616 L 28.725 10.616 L 28.248 11.903 L 27.454 11.903 L 29.239 7.253 L 29.995 7.253 Z M 36.263 5.78 L 37.254 5.78 C 37.776 5.78 38.071 5.5 38.071 5.068 C 38.071 4.636 37.776 4.357 37.254 4.357 L 36.263 4.357 Z M 36.262 6.439 L 36.262 8.324 L 35.476 8.324 L 35.476 3.675 L 37.269 3.675 C 38.229 3.675 38.849 4.16 38.849 5.069 C 38.849 5.849 38.395 6.296 37.662 6.409 L 39.008 8.325 L 38.116 8.325 L 36.822 6.44 L 36.262 6.44 Z M 43.49 5.696 L 45.35 3.675 L 46.326 3.675 L 44.231 5.901 L 46.394 8.324 L 45.396 8.324 L 43.49 6.197 L 43.49 8.324 L 42.703 8.324 L 42.703 3.675 L 43.49 3.675 L 43.49 5.696 Z M 53.085 3.674 L 53.085 4.371 L 50.824 4.371 L 50.824 5.598 L 52.874 5.598 L 52.874 6.287 L 50.824 6.287 L 50.824 7.62 L 53.085 7.62 L 53.085 8.324 L 50.052 8.324 L 50.052 3.675 L 53.085 3.675 Z M 57.756 5.78 L 58.747 5.78 C 59.269 5.78 59.564 5.5 59.564 5.068 C 59.564 4.636 59.269 4.357 58.747 4.357 L 57.756 4.357 Z M 57.756 6.439 L 57.756 8.324 L 56.969 8.324 L 56.969 3.675 L 58.762 3.675 C 59.723 3.675 60.343 4.16 60.343 5.069 C 60.343 5.849 59.889 6.296 59.156 6.409 L 60.502 8.325 L 59.61 8.325 L 58.316 6.44 L 57.756 6.44 Z" fill="transparent" height="12px" id="gRnetvjtc" transform="translate(0 2)" width="64.5px"><path d="M 0 0 L 64.5 0 L 64.5 12 L 0 12 Z" fill="transparent" height="12px" id="UoHavJ9lU" width="64.5px"/><path d="M 0.93 0.206 L 0.581 0.206 L 0.581 0.944 L 0.35 0.944 L 0.35 0.206 L 0 0.206 L 0.008 0 L 0.922 0 Z M 1.771 0.523 L 2.076 0 L 2.341 0 L 2.341 0.944 L 2.117 0.944 L 2.117 0.339 L 2.111 0.339 L 1.773 0.901 L 1.758 0.901 L 1.425 0.345 L 1.418 0.345 L 1.418 0.944 L 1.195 0.944 L 1.195 0 L 1.456 0 Z" fill="url(%23my7T47mAl-4190863256-linear-gradient)" height="1px" id="my7T47mAl" transform="translate(61.875 2.612)" width="2.3405038671493514px"/><path d="M 2.216 3.65 L 0.772 1.393 L 0.772 4.649 L 0 4.649 L 0 0 L 0.734 0 L 2.239 2.423 L 3.737 0 L 4.44 0 L 4.44 4.65 L 3.669 4.65 L 3.669 1.393 L 2.247 3.65 L 2.217 3.65 Z" fill="url(%23yklVp0itg-4190863256-linear-gradient)" height="4.649999999999997px" id="yklVp0itg" transform="translate(0.285 3.675)" width="4.440499999999986px"/><path d="M 0.787 4.649 L 0 4.649 L 0 0 L 0.787 0 L 0.787 4.65 Z" fill="url(%23w9eWQ9PNi-4190863256-linear-gradient)" height="4.649999999999997px" id="w9eWQ9PNi" transform="translate(8.784 3.675)" width="1px"/><path d="M 0 0 L 0.787 0 L 0.787 3.945 L 3.018 3.945 L 3.018 4.65 L 0 4.65 Z" fill="url(%23lpGUet_Zo-4190863256-linear-gradient)" height="4.649999999999999px" id="lpGUet_Zo" transform="translate(13.627 3.674)" width="3.018000000000008px"/><path d="M 3.033 0 L 3.033 0.696 L 0.772 0.696 L 0.772 1.923 L 2.822 1.923 L 2.822 2.613 L 0.772 2.613 L 0.772 3.946 L 3.033 3.946 L 3.033 4.65 L 0 4.65 L 0 0 L 3.033 0 Z" fill="url(%23ofiodRVVI-4190863256-linear-gradient)" height="4.6495000000000015px" id="ofiodRVVI" transform="translate(20.478 3.674)" width="3.0330000000000013px"/><path d="M 2.216 3.65 L 0.771 1.394 L 0.771 4.65 L 0 4.65 L 0 0 L 0.734 0 L 2.239 2.423 L 3.737 0 L 4.44 0 L 4.44 4.65 L 3.668 4.65 L 3.668 1.393 L 2.246 3.65 Z" fill="url(%23xp7feCqRa-4190863256-linear-gradient)" height="4.65px" id="xp7feCqRa" transform="translate(27.394 0.095)" width="4.440000000000005px"/><path d="M 1.52 2.681 L 2.791 2.681 L 2.156 0.962 Z M 2.541 0.001 L 4.326 4.65 L 3.524 4.65 L 3.047 3.363 L 1.271 3.363 L 0.794 4.65 L 0 4.65 L 1.785 0 L 2.541 0 Z" fill="url(%23TmdoRBuCV-4190863256-linear-gradient)" height="4.650000091699436px" id="TmdoRBuCV" transform="translate(27.454 7.253)" width="4.325999999999993px"/><path d="M 0.787 2.104 L 1.778 2.104 C 2.3 2.104 2.595 1.824 2.595 1.393 C 2.595 0.961 2.3 0.681 1.778 0.681 L 0.787 0.681 Z M 0.787 2.764 L 0.787 4.649 L 0 4.649 L 0 0 L 1.793 0 C 2.753 0 3.374 0.485 3.374 1.394 C 3.374 2.174 2.92 2.621 2.186 2.734 L 3.533 4.65 L 2.64 4.65 L 1.346 2.765 L 0.787 2.765 Z" fill="url(%23rywNe2Ari-4190863256-linear-gradient)" height="4.649500018339843px" id="rywNe2Ari" transform="translate(35.476 3.675)" width="3.532500000000013px"/><path d="M 0.787 2.021 L 2.648 0 L 3.624 0 L 1.529 2.226 L 3.692 4.649 L 2.694 4.649 L 0.787 2.522 L 0.787 4.649 L 0 4.649 L 0 0 L 0.787 0 L 0.787 2.021 Z" fill="url(%23zuSQNQ0PB-4190863256-linear-gradient)" height="4.6495px" id="zuSQNQ0PB" transform="translate(42.703 3.675)" width="3.691500000000012px"/><path d="M 3.033 0 L 3.033 0.696 L 0.771 0.696 L 0.771 1.924 L 2.821 1.924 L 2.821 2.613 L 0.771 2.613 L 0.771 3.946 L 3.033 3.946 L 3.033 4.65 L 0 4.65 L 0 0 L 3.033 0 Z" fill="url(%23flmitVzUp-4190863256-linear-gradient)" height="4.6495000000000015px" id="flmitVzUp" transform="translate(50.052 3.674)" width="3.032999999999987px"/><path d="M 0.787 2.104 L 1.777 2.104 C 2.299 2.104 2.594 1.824 2.594 1.393 C 2.594 0.961 2.299 0.681 1.777 0.681 L 0.787 0.681 Z M 0.787 2.764 L 0.787 4.649 L 0 4.649 L 0 0 L 1.793 0 C 2.754 0 3.373 0.485 3.373 1.394 C 3.373 2.174 2.92 2.621 2.186 2.734 L 3.532 4.65 L 2.64 4.65 L 1.347 2.765 L 0.787 2.765 Z" fill="url(%23b9Cg5Vce_-4190863256-linear-gradient)" height="4.649500018339843px" id="b9Cg5Vce_" transform="translate(56.969 3.675)" width="3.532499999999999px"/></g></svg>)
