You can refer clients to sign up to their own Navexa account so the client can manage their own billing.
Being part of the Navexa Partner program means you get access to exclusive discounts to provide to your clients.
How To Refer a Client
Step 1: Add the client you wish to refer (See here how to add a client).
Step 2: Navigate into the client you wish to refer by clicking their name in the Clients list.
Step 3: Click the 'Refer Client' button in the top right corner.
Step 4: You have two options of referring your client.
a) Trigger an invite email to be sent to the client
b) Copy your unique invite link and send it to the client with your preferred method
Step 5: Your client will receive the invite email. When they click the link they will be prompted to sign up for a free trial of Navexa.
During the trial they are able to share access to their portfolios with you.
See instructions here on how a client can share access with you.