I have been associated with Finexa team since 2017 i.e. when the application was being developed. What is heartening to see is that the Finexa team has been very keen to get our feedback and views on improving the software. It is a holistic application with a strong focus on financial planning which gives us the edge in this highly competitive environment.

Finexa is a great platform for an advisor looking for using a single platform to provide his clients with a wide bouquet of services – from financial planning to transactions and then tracking of investments and a client portal. It has evolved over a period of time as they have added many modules over the last one year .

I came to know of Finlabs at an event organized by Network FP, I subscribed to Finlabs - Finexa for financial planning post the demo and have been using it for more than a year now. The team at Finlabs is very supportive in resolving queries and constantly looking for inputs to update their product, the financial planning report is exhaustive and very helpful. I recommend subscribing Finexa !!