Finexa

Why Finexa

Finexa is an Integrated Tech Platform for Investment Advisors, Wealth Managers & Distributors
Finexa = Your Business Needs + Deep Domain Expertise + Robust Technology

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Planning & Advisory Suite

Comprehensive & Modular planning suite catering to diverse customer needs

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Transaction Suite

Paperless transactions into Mutual Funds and other products

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MF BackOffice & CRM

RTA Feed Integrations for Automated client portfolio & business tracking

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Client Portal

Investor access to the Portal for realtime tracking, query resolution etc.

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Client Acquisition

Unique “Find an Advisor” feature for lead generation & client acquisition

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Multi-product platform

Why only MFs? Advise & execute clients for multiple products

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SAAS, White-labeled, Modular

A platform by the business, for the business, of the business

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Enterprise Version

Multi-user & customized Enterprise versions integrated with existing systems on premise

What makes us stand apart?

Finexa is a complete business solution!

  • Deep Domain Expertise

    Globally benchmarked practices to enable you to Plan & Advise your clients for their diverse needs: Best Funds, Simple Goals, Comprehensive Financial Plan, Portfolio Analytics etc.

  • Integrated Platform

    Mapping & supporting the entire customer journey from onboarding, planning, advise, execution & monitoring! Say goodbye to multiple software

  • Multi-Product Platform

    Finexa enables account aggregation, tracking, planning & execution for multiple products

  • Robust Technology

    Secured, Reliable, 24/7 available and robust technology benchmarked with global standards

  • Customized for Your Business Needs

    Whether you are a single person team or a large enterprise, RIA or a MFD, Finexa offers a completely modular suite of features. So choose & pay as per your business needs!

Discover the Benefits of Using Finexa!

Professional Expertise &  Advice with our proven, global & repeatable methodology

Completely Digital Experience: On-boarding to investments to tracking

Account Aggregation: Track entire client finances at one place

Cross Sell / Up sell

Client Satisfaction, Retention & Referrals

Paperless, Secured, Cost-effective & efficient processes

Business Intelligence, Insights& Reports

More AUM + More Revenue = Grow Your Business

What Clients are saying?

Flexible pricing for you needs

Pick a Plan that suits your Client & Business Needs! Pay as you grow!