Navexa logo
0.0(0 reviews)
Software Status:Active
Free trial
Web, iOS, Android
25 Wills St, Melbourne, Victoria 3000, AU
Chatbot · Email
All Countries

About Navexa

Navexa is an automated portfolio tracking and tax reporting software that enables investors to monitor performance, benchmark results, and manage investment data across multiple asset classes through seamless broker integrations, delivering accurate insights and simplified financial analysis for better decision making.

Navexa Details

Vendor
Navexa
Year Launched
2017
Location
25 Wills St, Melbourne, Victoria 3000, AU
Deployment
cloud, ios, android, web browser
Training Options
Countries Served
All Countries
Languages
English
Users
Individual Investors, Financial Advisors, Portfolio Managers, Tax Professionals
Industries Served
Investment Management, Tax Preparation, Stock Portfolio Management, Accounting, Financial Services
Tags
Investment Management, Tax Preparation, Stock Portfolio Management, Tax Reporting

Navexa's In-App Market Place

Does Navexa have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($)

Pros & Cons

  • Automated tracking saves time and reduces manual data entry significantly
  • Supports multiple asset classes providing complete portfolio visibility for users
  • Strong broker integrations ensure accurate and real time portfolio updates
  • Comprehensive tax tools simplify complex investment tax calculations and reporting
  • Primarily optimized for certain regions especially Australian tax reporting systems
  • Learning curve may exist for beginners unfamiliar with financial analytics tools
  • Advanced features require paid plans increasing cost for full functionality access

Navexa's Support Options

Email Address

help@navexa.com

Chatbot

Available

Navexa's Alternatives

Bamboo logo

Bamboo

Bamboo is an agile project management software from Bamboo that supports team collaboration and project…

Chronograph logo

Chronograph

Chronograph is a strong, cloud-native portfolio monitoring and reporting platform built for private equity and…

Diversiview logo

Diversiview

Diversiview is a specialized portfolio analysis and optimization platform designed for both retail investors and…

Beanvest logo

Beanvest

Beanvest is an investment management and stock portfolio management software designed to help users optimize…

PORTAX logo

PORTAX

PORTAX is a highly specialized after-tax portfolio analysis and optimization software designed for investment professionals…

SimCorp Dimension logo

SimCorp Dimension

SimCorp Dimension is a comprehensive investment management platform designed for institutional investors seeking a unified…