Your Clients Won’t Speak To You Again.

Using the Navexa Pro portfolio tracker, they won’t need to.

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Three Clients, Or 3,000

Let Them See For Themselves How
You’re Managing Their Portfolio.

Give your clients more access & certainty about their portfolio performance. Start using Navexa Pro’s state-of-the-art portfolio tracking & reporting platform for professional advisors and portfolio managers.

Try Navexa Pro Free

Create your account and test everything for 30 days. No credit card required.

Unlimited Client Portfolios

Easily add and sync your client portfolios in a matter of minutes.

Automatic Tracking

True returns, dividends, currency gain, trading fees — track & share it all.

4X Powerful Tax Reports

Capital gains & income tax reporting for individuals, SMSFs & companies.

Invite & Share

Give your clients ‘read-only’ access so they can see their portfolio in real time.

From Just $7 A Month

Pay per client portfolio from just $7 a month — billed annually.

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Accurate, Benchmarked, Real-Time Portfolio Performance

Navexa Pro uses official data from the ASX, NYSE, NASDAQ and other sources to collate real-time portfolio performance, charting and analytics.

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Everything You & Your Clients Need To Know

Capital gains, automated dividend income tracking, powerful reports spanning taxation to diversification and beyond — for all your clients, all in Navexa Pro.

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Integrate With Leading Australian Brokers

Add portfolio files and sync trades from brokers in minutes. Access auto-updating portfolios on desktop, tablet & mobile.

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Start Tracking Your Clients’ Portfolios Smarter.

Forget spreadsheets, mountains of contract notes, and painstaking tax reporting.
Say hello to the intelligent portfolio manager's new best friend.

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100% Secure

Navexa Pro protects & encrypts you and your clients’ data using industry-standard technology & protocol.

From Just $7/month

Navexa Pro offers pricing to meet your needs, starting from just $7 per portfolio per month.

Navexa Pro

Pricing

5-10 Portfolios

12
Per Portfolio
Billed annually

11-50 Portfolios

9
Per Portfolio
Billed annually

51+ Portfolios

7
Per Portfolio
Billed annually

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.

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