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.
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.
Get Started FreeStart Tracking Your Clients’ Portfolios Smarter.
Forget spreadsheets, mountains of contract notes, and painstaking tax reporting.
Our Partners
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.