A Unified Financial Ecosystem
Welcome to Finexa Nova — A powerful, intuitive client app designed to elevate your clients’ investment experience. With seamless onboarding, real-time portfolio insights, and goal-based planning, Finexa Nova ensures your clients stay informed and in control of their financial journey — anytime, anywhere.
Finexa Nova works seamlessly with the Finexa MFD App, empowering wealth managers with comprehensive tools for client management, portfolio tracking, and insightful analytics. Together, these apps foster effortless collaboration between managers and clients — creating a truly holistic financial ecosystem.
Why Choose Finexa Nova?
Friendly User Interface & Seamless Onboarding
Get your clients up and running with ease. Our streamlined client setup includes guided steps and video KYC, ensuring a smooth and hassle-free onboarding process.
Manage All Investments in One Place
Clients gain detailed insights into their entire portfolio including net worth, asset allocation, and financial goals all from one centralized dashboard.
Goal Planning Made Simple
With the ‘Goals’ section, clients can define their financial objectives and prioritize them to stay aligned with their investment plans and achieve long-term success.
Risk Profile Assessment
Understanding risk appetite is crucial for investment success. Finexa Nova helps clients create a personalized risk profile to align their strategies with their comfort level.
Access Anywhere, Anytime
Whether on iOS or Android, clients can monitor progress and manage their investments on the go ensuring their dreams stay on track no matter where they are.
Real-Time Portfolio Insights
Gain a deeper understanding of investment performance with detailed insights like sector concentration and portfolio analytics.
Ready to Revolutionize Your Customer Experience?
Build trust in your client relationship with smarter, goal-driven investment tools.
Discover the future of financial planning with Finexa Nova today.