For financial advisors
Track client portfolio performance at scale
Navexa gives your clients the tools to track every investment, understand their performance, and share clean data with you — so you can focus on advice, not data reconstruction.
30-day Pro trial · No card requiredYour clients arrive with shoeboxes. Not anymore.
When clients arrive without organised records, you spend billable time reconstructing their portfolio history instead of advising. Navexa gives your clients the tools to arrive prepared — with their data clean, complete, and shareable.
Multi-portfolio management
Manage all your clients' portfolios in one place.
Each client gets their own portfolio. You get one place to manage all of them. Track across multiple broker accounts, asset classes and time horizons — with the same precision and reporting tools your clients use, at a practice level.
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Client performance reports
Reports your clients actually understand.
Annualised returns, capital gains, income, and currency effects — broken out clearly. Benchmark against the ASX 200, S&P 500 or any index. Formatted for conversations, not spreadsheets.
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Tax reporting
Tax-ready data for every client.
ATO-compliant CGT reports, taxable income summaries, and MyTax-formatted data. Clients share read-only access with you — no exports, no email attachments.
Learn more →Navexa Pro Pricing
Per-portfolio pricing that scales with your practice.
5–10 Portfolios
$12/month
Per portfolio / Billed annually
11–50 Portfolios
$9/month
Per portfolio / Billed annually
51+ Portfolios
$7/month
Per portfolio / Billed annually
Start a free trial for your practice.
Multi-portfolio support, client-ready performance reports, ATO-ready tax data, and read-only adviser access — all included in Navexa Pro.