Had an issue with some ETF’s that I was trying to manage overnight. The bot was helpful but what was amazing was that James followed up with a full explanation the following morning. I have been usin... もっと見る
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レビュアーのコメントを見てみましょう
Navexa has solved problems for us that another company could not do. James was happy to explain how to operate the system in simple terms and patient while doing this. We are extremely happy with t... もっと見る
Not picking the transactions correctly n no one gives customer service when required All the data is all over the place
Much more modern, better looking and easier to undertand than Sharesight. Their support team is fast to response as well. I can't imagine anyone who are serious in buying stocks to go without it (how... もっと見る
企業が回答しました
企業情報
当該企業による記述
Track portfolios, performance, dividends and tax reporting in one platform. Free 14-day trial: https://www.navexa.com
連絡先
50 Queen St, 3000, Melbourne, オーストラリア
- help@navexa.com
- navexa.com
顧客にレビューを依頼しています
この企業は、ポジティブかネガティブかを問わず、顧客にレビューを依頼しています。
ネガティブなレビューの 58%に回答しています
通常24時間以内に回答
この企業のTrustpilot 利用方法
レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。
Not picking the transactions correctly…
Not picking the transactions correctly n no one gives customer service when required
All the data is all over the place
Great customer experience
Had an issue with some ETF’s that I was trying to manage overnight. The bot was helpful but what was amazing was that James followed up with a full explanation the following morning.
I have been using Navexa for many years. It just keeps on getting better! I appreciate the personalized attention- you feel as though you matter.
Excellent Investment Tracking Platform and Support
I’ve been using Navexa for the past few years to track and manage my investment portfolio, and I’ve been very happy with the platform. It provides a clear and convenient way to monitor portfolio performance, analyse investments, and keep track of my overall position.
What has also stood out to me is the quality of customer support. During my recent renewal process, the support team was excellent—responsive, helpful, and professional. They made the process straightforward and were genuinely focused on helping me.
Overall, I’ve had a great experience with Navexa and would happily recommend it to anyone looking for a reliable investment portfolio tracking platform with excellent customer support.
Navexa has been our Problem Solver.
Navexa has solved problems for us that another company could not do.
James was happy to explain how to operate the system in simple terms and patient while doing this.
We are extremely happy with the can fix this attitude.
Kim Dale
The team helpped me on the spot
The team helpped me on the spot, steaight away when I had a trouble to setting up the account.
Instant help, feedback.
1000+/10
I’m afraid the app on iPad is not…
I’m afraid the app on iPad is not accurate and
Only shows values to 2 decimal places.
Flexible and easy to use.
Great Website, Great Customer Service
The website is constantly improving and their customer support is amazing - very quick replies and very knowledgable.
Super easy and effective product
Super easy and effective product. I'm a boutique fund manager and use Navexa to track my portfolio. Saves me having to build it myself and at a fraction of the cost. Customer service is great. Would highly recommend.
I loved this service last time I used…
I loved this service last time I used it but this time the prices are insane. $20 a month was steep but worth it for the features but the price it is now I'd never consider paying that much. I'm using a service like this again sadly not as good but 35 a month cheaper.

Navexa からの回答
Literally the fastest customer service…
Literally the fastest customer service people ever. I had an issue with my trial, and it was fixed in 20 minutes. AND importing all of my holdings from other platfforms made my tax return a breeze. The site is easy to use, and extremely efficient. Thanks!

Navexa からの回答
User experience
Overall, I am satisfied with the app. It keeps track of capital gains and dividends and franked credits which I needed badly.

Navexa からの回答
Very professional and trustworthy
Very professional and trustworthy. Any issues are immediately attended to and instantly solved.

Navexa からの回答
The company is responsive to questions…
The company is responsive to questions and its AI help is quite comprehensive. For a non accountant I need to learn the significance of anaylsing how the portfolio is going. It is good to have crypto tracked for tax and all other investments in one place.

Navexa からの回答
Excellent product, and great support experience.
I don't know why it took me so long to start using this. I tried a few similar products but kept coming back to Navexa because the pricing was better and I preferred the look and feel of the UI.
So far it's been great. Importing data from my brokerage accounts was simple and just worked, and once the integrations were set up, all my trades started flowing through automatically.
The support has also been excellent. I had a pretty embarrassing "user error" moment, the kind where you say, "I swear I didn't change anything and it looks different now!" 😂 The team was quick to help and got me back on track.
One thing to note: when you first contact support via chat or email, you'll usually receive an AI response. Don't be alarmed, it may actually solve your issue. If you need a person, simply say "I need a human" and someone will get back to you. In an age of endless loops with AI support bots, that was refreshing to see.

Navexa からの回答
Useful tool for Australian investors
Useful tool for Australian investors. Good speedy support too!

Navexa からの回答
Must have for anyone invests in stocks
Much more modern, better looking and easier to undertand than Sharesight. Their support team is fast to response as well. I can't imagine anyone who are serious in buying stocks to go without it (how would you actually know how your portfolio perform otherwise and how would you do CGT?)

Navexa からの回答
I found that this is an excellent tool
I found that this is an excellent tool, because I invest mostly outside of Australia I wanted something that has a great knowledge of world markets and I found that with Navexa. I have tried a couple of other tracking tools and they are not as intuitive as this system. Kudos to them and I will continue to pay for a subscription as long as they keep up the great service

Navexa からの回答
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