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Finexa is an integrated financial technology platform for advisors, financial professionals and enterprises for offering end-to-end financial advisory solutions to clients. 

Finexa Key Features

Deep Domain Expertise

Finexa leverages and benchmarks the best advisory practices from across the globe to enable Advisors provide professional, consistent and customized advice to their clients.

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  • Powerful Planning Features benchmarked with the best global practices
  • Budgeting, Goal Planning, Portfolio Management, Financial Planning, Insurance Planning etc.
  • Proprietary as well as Customizable Risk profiling & Asset Allocation Models
  • Proprietary as well as Customizable Product Recommendation Models
  • Integration with live product feeds for real-time valuation & tracking
  • Thoroughly researched macro-economic & demographic inputs to Advisory process
  • Online Transactional Capabilities for MFs and other financial products being introduced soon
  • Suite of Resources with more than 20 financial product calculators and financial decision making tools and growing
  • Simple yet powerful Thought Capital on Advisory process, Investments, Financial products,Insurance etc.

Planning Module Features

Budget Management. Goal Planning. Portfolio Management Financial Planning. Insurance Planning.

Budget Management
Goal Planning
Portfolio Management
Financial Planning
Insurance Planning

Cutting Edge Technology Platform

Finexa deploys a robust and state-of- the-art technology platform with core focus on bringing highly scalable, secure, user-friendly, device agnostic and intelligent platform for our clients so that they remain on top of their game!

  • Cloud based Infrastructure and scaling on demand as per your need
  • 24/7 anytime anywhere access
  • Development and Operations based on Agile methodologies and DevOps principles
  • Security controls in line with NIST SP 800
  • Responsive Design for Device agnostic experience
  • Simple & User-friendly UI design for superior customer experience
  • Quick and easy Virtual Connect through chat, helpline, email etc.
  • Planned Deployment of cognitive, NLP and machine learning for interaction with Advisors and their clients
  • Efforts to continuously upgrade the technologies in line with global standards
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A Complete Business Solution

Finexa is tailor made to cater to you ever growing & diverse business needs. So be it a new age Robo- Advisor or a conventional distribution business, an Individual Advisor or a large enterprise, Finexa provides customized business features that meet your requirements. More so, our highly scalable and flexible model ensures that you pick and choose only those features that suit your business requirements

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  • Cloud based platform offered as SaaS. No capex required
  • Highly scalable and pay-as- you-go model
  • Package based product features from Simple to Complex Advice solutions. Choose what suits your business
  • Online transactions and client portal (coming soon) resulting in high efficiency and reduction in operational costs
  • White-labeled platform. Put your own brand at the forefront
  • Most importantly everything in one place for you– Advice, Transact and Business