Navexa Pro: Serve Your Clients Better

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.

“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...”

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.

Create Your Account

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.

Create Your Account