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.comChatbot
Available