Navexa Pro is Navexa’s product 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.
Existing Navexa accounts cannot move between Navexa Pro and Basic, Standard or Premium through Billing & Subscription. Moving an existing account to Pro—or moving a Pro account to a non-Pro plan—must be arranged manually through Navexa Support.
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 is not the next plan tier after Premium. It combines Navexa’s portfolio tracking and reporting tools with 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.
Move An Existing Account To Pro
Moving an existing Basic, Standard or Premium account to Pro is not an online plan upgrade.
Do not use Billing & Subscription to make this change. Contact Navexa Support and include the number of portfolios you expect to manage. The team will confirm pricing and arrange the move manually.
Move From Pro To A Non-Pro Plan
Moving a Pro account to Basic, Standard or Premium is not available as an online downgrade.
Contact Navexa Support to arrange the change manually. The team will confirm the appropriate non-Pro plan and manage the account change.
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.
Remember, this is general information, not personal financial advice.