Client Portfolio Tracking Simplified
Create Your Account
Open your Navexa Premium account and test out the full suite of tracking, analytics and reporting tools — no credit card required.
Add Client Portfolios
Track and report on unlimited portfolios per client — pay from just $16 a month per client.
Track, Update and Report
Analyse stocks and funds | Automatic dividend & reinvestment tracking + more.
Give Your Clients Access
Easily grant your clients access to their portfolios. They can view performance, tax reports & more.
Build Better Client Relationships
Cultivate trust with clear communication and greater transparency.
Work Smarter, Not Harder
More time to focus on the big picture. Less time spent on admin.
“Such a well-developed platform. Very happy I switched.”
— Jack, Navexa Customer
“...Clean user interface with very reasonable pricing...”
— Jon, Navexa Customer
“Cheap compared to competitors. Nice, clean user interface. Interesting stats and valuation tool. All round good value.”
— Jwv, Navexa Customer
You And Your Clients Can Instantly Calculate Unrealised Capital Gains + Eight Other Smart Reports
Navexa Premium’s nine reports allow you to quickly generate and share insights on your clients' unrealized capital gains, unrealized dividends, portfolio contributions, dividend contributions and more.Get Started Free
Track and Share Portfolio Analytics With the Navexa Mobile App
Download our complementary mobile application on Apple and Android to access portfolio performance and update holdings on the move.Create My Account
Tailor Your Account + Reports With Your Branding
We'll customise your URL, your account and the portfolios you export with your business's logo, giving your brand and your clients seamless continuity.Get Started Free
Explore Navexa Premium’s Features & Pricing.
Open your account today and enjoy a powerful suite of portfolio tracking and performance tools designed to make your business more efficient and transparent.Create My Account