Navexa adds CMC Markets, SelfWealth contract note automation

Navexa adds CMC Markets, SelfWealth contract note automation

Australian-based portfolio tracking service Navexa has added more supported brokers to Navexa Link, their new tool to help customers automatically update their account with new trades using contract notes from their broker.

Navexa now supports five major brokerages: Commsec, NAB, Westpac, CMC Markets and SelfWealth.

According to founder Navarre Trousselot, “our community continues to support our development with their response to this new capability. We’ve had people from all across Australia getting in touch asking us to support their broker’s particular contract note format”.

“Our platform now supports all the major brokerages and we’re ready to support the next ones our community requests from us.”

Trousselot said this collaborative approach to rolling out the Navexa Link tool fits with the fintech startup’s overall approach to developing its platform.

“Since I started Navexa I’ve looked to grow the project simply by listening to what our growing community of users tell us they need. Investors require very specific data delivered in a very specific way, and streamlining our user experience with contract note automation saves our users a lot of time, allowing them to focus more on their portfolio analytics and reporting.”

Navexa is looking to support ANZ contract notes next.

Learn more about the Navexa portfolio trackers here.