Finexa offers completely flexible packages that fit your client & business needs.
So Pick your Plan & Pay as you go!
Goal Planning
$ /monthly
- Plans for various Life Goals
- Need Gap Analysis
- How much to invest & Where?
- Risk Profiling & Asset Allocation (Glide Path / Non Glide path)
- Goal Execution Advice with Product Recommendations
- Cash Flows
- Generate Goal Planning Report
Portfoilio Management
$49.99 /monthly
- Multi-Asset Portfolio Tracking
- Loan & Liabilities Review
- Networth Analysis
- In-depth Equity & Debt Portfolio Review
- Risk Profiling & Asset Allocation Recommendation
- Product Recommendations
- Generate Portfolio Management Report
Financial Planning
$59.99 /monthly
- Budget Management
- Multi-Asset Portfolio Tracking
- Risk Profiling & Asset Allocation
- Contingency Planning
- Plan for All important Life Goals simultaneously
- Goal Execution Advice &Products Recommendations
- Insurance Planning
- Cash Flow
- Generate Financial Planning report
Invest in MFs Online
$69.99 /monthly
- Integrated with BSE Star MF Platform.
- Transact in Mutual fund Schemes across AMCs
- Onboard Clientsand createnew NACH Mandates online
- Upload existing clients & mandates from BSE Star
- Initiate all types of MF transactions - Lumpsum / SIP/STP /SWP/ redemption etc.
- Execute Planning recommendations through single click “Add to Cart” feature
- NSE NMF II & MFU Platforms being integrated
MF Backoffice & CRM
$79.99 /monthly
- Integration of RTA mail back files from CAMS, Karvy, Franklin etc.
- Auto Upload Feature for mail-back files for minimum intervention
- Seamless onboarding of MF clients in Finexa
- Generate Client / Family Portfolio Valuation reports, Statement of Accounts
- MF Realized, Unrealized and Capital Gains Statement
- Transactions, SIP / STP reports etc.
- Comprehensive Business Reports Suite
Client Portal
$89.99 /monthly
- View complete Portfolio & its performance
- View Financial & Goal Plans and product recommendations
- Manage Access rights for clients
Key Business Features (SaaS)
$99.99 /monthly
- Cloud based platform offered as SaaS. No capex required
- Multi-user login &Hierarchy Mapping
- White-labeled platform
- Choose modules as per business needs& pay for them
Key Business Features (Enterprise)
$99.99 /monthly
- Enterprise- On Premise Versions available
- Need based Customizations for both B2B and B2C solutions
- Integrations with legacy systems for quicker adoption
- Enhanced capabilities through use of AI, ML& advanced analytics
- Flexible pricing & ownership models
Other Resources
$99.99 /monthly
- Budget Management
- Find an Advisor
- Financial Product calculators
- MF Product One Pagers
- Live Feeds MF, Equity and Other Assets