Navexa Premium:
Superior Portfolio Tracking

Save time, build trust and create transparency between your business and your clients with a powerful, secure portfolio tracker on web and mobile.

Create My Account
...
...

Navexa Premium

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.

PreviousNextRead more on TrustPilot

Supported Markets

...

Powerful Reporting

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 Performance

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
...
...
...

Powerful Reporting

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

Track Performance

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

Navexa Premium

Pricing

5-10 Clients

25
Per Client
Billed annually

11-50 Clients

20
Per Client
Billed annually

51+ Clients

16
Per Client
Billed annually

Get started with Navexa Premium today!

Create My Account

Start tracking your stocks smarter.


IMPORTANT: Information published on the Navexa blog, website and in our email content does not constitute personal financial advice. All our content is for general informational purposes only. Before making financial decisions, we encourage you to seek appropriate legal, tax, and other professional advice. Copyright of information provided on this website is owned by Navexa.

© 2021 Navexa. All Rights Reserved