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.
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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.
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.
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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.
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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 FreeTrack 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.
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