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Software
AI
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Stock market data, news and community, all integrated.
Features include real time stock quotes, interactive charts, technical signals, institutional & insider ownerships, stock screener, ETF rankings, SEC filings, press releases, videos, earnings calendar, social media posts, group chats.
About
Navatar, the CRM platform for alternative assets and investment banking firms, is a low-touch, high-impact intelligence engine purpose-built for private markets. Now fully AI-powered, Navatar captures intelligence automatically and delivers insights directly into Outlook, Slack, and CRM — transforming routine activity into firmwide intelligence. Built on Salesforce and integrated with Microsoft Copilot, the platform eliminates manual data entry, unifies deal and relationship context and orchestrates complex workflows without disrupting how investment professionals work. Backed by over two decades of CRM expertise, Navatar is used by hundreds of global firms to drive institutional knowledge, gain early access to opportunities and execute smarter, faster.
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