Powering Growth with Modern Wealth Management Stack

Intermediary business with integrated B2B2C digital platform

An Investor's Finance Manager

A simple, intuitive and secure App that gives you complete control over your Money

Engage your workforce with an impactful LMS that drives results

It’s not a tool. It's a complete business solution

Finexa – A complete business solution for Investment Advisors, Wealth Managers & Financial Planners

Finexa is a comprehensive business solution tailored for Investment Advisors, Wealth Managers, and Distributors offering a holistic approach to managing the entire client lifecycle.

With Finexa, advisors have a powerful ally in their quest to deliver exceptional financial services and grow their businesses.

Empowering Wealth Management with Finexa GenNxt

Finexa GenNxt simplifies financial management by aggregating all assets on a single platform, offering advanced analytics and multi-asset reporting for deeper insights. With enterprise-grade security, it ensures safe and efficient financial oversight.

Finaware

Empowering Investor Awareness with a Unified Solution – Finaware is an integrated platform designed to streamline and scale Investor Awareness Programs (IAPs) efficiently. Whether you’re managing digital or offline initiatives, FinAware empowers organizations to execute, track, and optimize IAPs while ensuring regulatory compliance.

Fiscus – A completely safe and convenient way to track all your bank accounts, credit cards and e-wallets live at one place. More importantly, you do not have to share any passwords!

A completely safe and convenient way to track all your bank accounts, credit cards and e-wallets live at one place. More importantly, you do not have to share any passwords!

All you need to do is just download the App.

Learngenie - L&D Made Easy, Engaging and Effective

Tired of L&D feeling like a chore? LearnGenie's mobile app makes learning accessible, personalized, and fun for employees, partners, and key channels. Engage your team with gamified learning, interactive content, and customizable programs that drive results. Simplify L&D administration with our white-labeled platform and seamless HR integration. Unlock your team's potential with LearnGenie!

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Do you have specific requirements or questions that you would like to discuss in detail? Feel free to book a meeting with our team at your convenience.