Navexa Pro is Navexa’s plan for professionals such as financial advisers, accountants and family offices.
It is designed for businesses managing client portfolios rather than individual investors managing only their own accounts.
With Navexa Pro, you can track and report on multiple client portfolios from one account, manage clients, add team members and use professional-grade reporting tools.
Who is Navexa Pro for?
Navexa Pro is best suited to:
Financial advisers
Accountants
Family offices
Firms managing many client portfolios
Businesses that need client access, team access and higher limits
If you are managing money for others, Navexa Pro is usually the right fit.
What does Navexa Pro include?
Navexa Pro includes everything in Premium, plus features designed for professional client management.
Pro inclusions include:
Highest limits
Priority support
Client-focused features, including a client portal on supported plans
Client management
Team access
Billing options for professional use
Navexa Pro also gives you access to Navexa’s broader tracking and reporting engine, including:
Portfolio performance tracking
Dividend and income tracking
Currency gain tracking
Trading fee tracking
Capital gains and tax reporting for Australian users
Broker imports and sync options
Portfolio sharing and collaboration workflows
What can you do with Navexa Pro?
Navexa Pro helps you manage client work at scale from one account.
With Navexa Pro, you can:
Add clients to your account
Create a new portfolio for a client
Assign an existing portfolio to a client
Refer a client to use Navexa under their own account
Add team members so they can help manage specific clients
This makes Navexa Pro useful if your business needs both portfolio reporting and day-to-day client administration.
How does Navexa Pro pricing work?
Navexa Pro pricing is based on the number of portfolios you are tracking.
Navexa also promotes a 30-day Pro trial on its professional landing pages.
Because pricing can change, customers should still check the current pricing page before subscribing.
Is Navexa Pro only for Australian customers?
Navexa Pro can be relevant to both Australian and global customers, but the reporting available depends on the plan region.
Navexa Pro is only charged in AUD.
When should you choose Navexa Pro?
Choose Navexa Pro if:
You are an adviser, accountant or family office
You manage many client portfolios
You need team access and client workflows
You want higher limits and priority support
You need a more professional setup than the investor plans provide
If you are only managing your own portfolio or a small number of personal entities, another Navexa plan may be a better fit.