For financial advisors
Give your clients a clearer view of their portfolio performance and tax position
Navexa gives your clients the tools to track every investment, understand their CGT, and share clean data with you — so you can focus on advice, not data reconstruction.
Your 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.
- Multiple portfolios per account
- Stocks, ETFs, crypto, cash and unlisted assets
- Full performance history and cost base tracking
- Separate or consolidated views across clients
Client-ready performance reports
Reports your clients can actually understand.
Generate clean, clear performance reports for client review meetings — showing true annualised returns, capital gains, income, and currency effects. No raw data. No spreadsheet exports. Reports formatted for conversations, not accountants.
- Annualised performance by portfolio and asset
- Capital gains, income and currency gains broken out
- Benchmark against ASX 200, S&P 500 or custom indices
- Downloadable reports for client review
Tax reporting your clients can share with you
Arrive at tax time with clean data — not a shoebox.
Navexa gives your clients ATO-ready CGT reports, taxable income summaries, and MyTax-formatted data. They can share read-only access with you directly — so you see exactly what they see, without needing to reconstruct their data from scratch.
- CGT reports formatted for ATO requirements
- ATO MyTax autofill report — fields pre-calculated
- Read-only portfolio sharing with adviser access
- Manual parcel selection to optimise CGT strategy
Start a free trial for your practice.
Help your clients arrive tax-ready. Multi-portfolio support, ATO-ready reports, and read-only adviser access — all included.