Users
Transform Your Mutual Fund Distribution Business with Finexa
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Discover why financial professionals across the industry trust Finexa
Finexa is an all-in-one Mutual Fund Distribution platform designed to simplify operations, enhance client engagement, and accelerate business growth. Available as a SaaS solution or enterprise version, it’s tailored to meet the needs of Mutual Fund Distributors (MFDs) and financial advisors.
With its modular design, Finexa is cost-effective and ensures a faster go-to-market. The platform automates key workflows such as reporting and portfolio tracking, centralizes client data, and streamlines back-office processes — all while supporting your brand identity.
By integrating advanced tools for financial planning and client management, Finexa empowers MFDs to deliver efficient, transparent, and high-quality investment experiences.
Key Features
Designed with flexibility in mind, Finexa’s modular architecture adapts to your evolving financial needs. As your financial landscape changes, Finexa allows you to easily scale and integrate new tools. This ensures your financial management remains as dynamic and responsive as you are.
Portfolio Management & Analytics
- Risk Profiling
- Comprehensive Customer Portfolio with Analytics
- Customer Portfolio Returns Calculation
- Comprehensive RM/Advisor Reports
Investment & Transaction Management
- Instant Digital Transaction (Lumpsum & Systematic)
- Seamless Order Processing via Interfacing to RTA & BSE Star
- RTA Interface for Reverse Feeds (Transaction, NAV & Income)
- Call Center-Assisted Transaction Execution & Queries
- RM-Assisted e-Risk Profiling & Transaction Execution
- Cart Facility
Customer & Advisor Experience
- Customer & Advisor Dashboard
- Goal Planning & Tracking
- RM-Assisted Customer Onboarding
- Responsive Designs
Integration & System Connectivity
- Integration with Various Data Service Providers
- Integration with Existing Core Systems
Reporting & Customization
- Comprehensive/Customizable Report Module
Business & Performance Reports
- Asset Under Management (AUM) Reports
- Active Systematic Reports
- YTD (Year-to-Date), MTD (Month-to-Date) Business Reports
- Detailed AUM Report
- Monthly Inflow-Outflow Report
Transaction & Investment Reports
- Transaction Report
- Current Portfolio Report
- Portfolio Since Inception
- STP & SWP Reports
- Dividend & SIP Report
Client & Investor Insights
- Client Creation/Edit Option
- Investor & Family Search
- Investor & Family Mapping
- Client-Wise & Scheme-Wise Holding Report
- Separate Portfolio Access for Branch/RM/Associate/Investors/Family
Brokerage & Capital Reports
- Brokerage Report – AMC, Transaction, Investor, Family, Branch, RM, and Sub-Broker
- Capital Gains (Tax Report)
Comprehensive Portfolio Reporting
- Master Portfolio (Includes MFs, Shares, PMS, FDs, Insurance, Bonds, NPS, and Other Assets)
Data & Portfolio Management
- Daily Data Update
- AUM Reconciliation
- Brokerage Data Update
- CAS Upload and Portfolio Creation
- Manual Entry of Mutual Fund Portfolios
- Investment Summary – Actual Investments Made Since Inception
User & Client Management
- User Creation
- Risk Profiling of Investors
- Client Portfolio Triggers
Financial Planning & Investment Tools
- Composite Financial Goal Planner Calculator
- Goal-Based Investment – SIP
- Goal-Based Investment – Lumpsum
- Goal Planning and Mapping with Existing Portfolio
- Investment Proposal – Lumpsum, SIP, STP, and SWP
Calculators & Planning Tools
- Lumpsum Calculator
- SIP & SIP Top-Up Calculator
- Retirement Planning
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.
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Elevate your wealth management business with our innovative solutions
Finexa simplifies financial management with smart solutions. Accelerate digital onboarding for a seamless client experience. Enhance investment strategies with data-driven insights. Strengthen distributor and partner collaboration with an intuitive platform. Elevate investor engagement with a user-friendly app for effortless portfolio management.
