Excellent Client ServiceDaniel Bloom, Boothbay’s CFO shared, “With a large number of unique, underlying managers, we frequently get operational and reporting questions, which require an extremely responsive team. This is what we value most about working with NAV. They do a great job of providing us with timely, accurate answers. For example, we just finished an audit, and our auditors had many questions, and needed fast responses both during and outside of normal business hours. NAV was always available.”

Flexible TechnologyContinuing on, he added, “We also value the flexibility of the technology. We have requested very specific changes to our reports. We have a unique way of looking at things, and want our reports to reflect that. NAV is always able to accommodate our requests.”

Complex Reporting SolutionsDaniel concluded by noting, “NAV understands the complexity of our reporting. They are very responsive to our customization requests, and the client service response time is excellent. When complex projects arise, they allocate additional resources on short notice to meet the demands.”