The Fast Way to Report on Your Client Portfolios

Don't waste time with spreadsheets. Start using Navexa today.

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A Proven Time & Money Saver

'Navexa Pro saves my business valuable hours every month…
A 600% return on investment!'

- Shaun, Victoria (Read more)

Navexa Pro’s automated portfolio tracking & reporting platform gives professional advisors and portfolio managers a powerful business tool. Spend more of your valuable hours nurturing client relationships and strengthening your financial advisory business instead of tinkering with spreadsheets.

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.

“A valuable tool for share investors...”

“The tax reporting is saving me time at tax time. The tracking of stocks and my wider portfolios is helping me to better gauge my performance than the app I was using previously...”

“Nice, clean user interface. Interesting stats and valuation tool. All round good value...”

“It does make it very easy to track shares and dividends...”

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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.

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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.

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Optimize your investment journey.

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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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