Navexa announces enterprise level ‘Premium’ offering

Melbourne-based portfolio tracking service Navexa release ‘Navexa Premium’.

This new version of the platform provides an additional layer of tools and features around the significantly-developed core tracking functionality for stocks, cryptocurrencies, cash accounts and unlisted investments.

Navexa Premium is an enterprise level service that gives professional financial managers and advisors a purpose-developed tool for tracking, reporting on and sharing portfolio performance with their clients.

Navexa founder Navarre Trousselot said the Premium launch was the latest example of the startup’s user-centric development.

“Collaborating with the Navexa community has been central to our business and our product ever since we took our platform public.

“Our users are fantastic at telling us what they need and providing us with guidance on how Navexa can best develop to deliver value to its community.

“Our Premium platform is largely the same story — we’ve had advisors and portfolio managers reaching out to us over the past year wanting to discuss enterprise-level solutions.

“Now, we’re pleased to be able to offer the results of the extensive collaboration and testing we’ve been working on with our early clients.”

Navexa Premium allows customers to keep track of unlimited client portfolios in a single account. Trousselot and his team have also designed it to make communicating with and serving clients both more straightforward and data rich.

Creating greater access and transparency between portfolio manager and client has been a major focus of the Navexa Premium design and development.

Navexa Premium provides a data-rich suite of analytics tools to financial professionals managing client portfolios. Learn more here.