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.
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
Integrate With Leading Australian Brokers
Add portfolio files and sync trades from brokers in minutes. Access auto-updating portfolios on desktop, tablet & mobile.Create Your Account
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.
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.