Finexa V2 – All-in-One Wealth Management Solution

24678+ Users

Transform Your Wealth Management Business with Finexa

Join a league of 24,678 users managing ₹966.84 Cr in assets.

Discover why financial professionals across the industry trust Finexa

The all-in-one wealth management platform designed to simplify your processes, boost client satisfaction, and grow your business. Finexa is available as a SaaS solution or an enterprise version, tailored to fit the needs of wealth managers, Mutual Fund Distributors (MFDs), and financial advisors. The platform is modular, making it pocket-friendly and allowing for a faster Go-To-Market strategy. It automates everything from reporting to portfolio performance tracking, centralizes client data, and its robust financial planning suite enhances wealth management services, all under your brand.

3700+

Active SIP Counts

1.68 Cr

Active SIP Amount

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.

Risk profiling
Comprehensive portfolio Customer & Advisor Dashboard
Goal planning & tracking
Instant Digital Transaction (Lumpsum & Systematic)
Responsive Designs
Call center-assisted transaction execution & queries
Cart facility
Comprehensive customer portfolio with analytics
Comprehensive RM/Advisor reports 
RM assisted customer onboarding 
RM assisted e-risk profiling & transaction execution

Integration with various data service providers
Integration with existing core systems
Seamless order processing via interfacing to RTA & BSE Star.
Customer Portfolio Returns Calculation
RTA Interface for reverse feeds (Transaction, NAV & income) 
Comprehensive/customizable report module  –

Asset under management reports
Active systematic reports
YTD, MTD business reports
Detailed AUM report
Brokerage report – AMC, Transaction, Investor, Family, Branch, RM, and sub-broker
Client creation/Edit option
Client wise – scheme wise holding report
Investor & Family search
Investor & Family mapping
Monthly Inflow-Outflow report
Numerous SIP reports
Separate Portfolio Access for Branch/RM/Associate/Investors/Family
STP & SWP Reports

Transaction report
Current portfolio report
Portfolio since Inception
Dividend & SIP Report 
Capital Gains (Tax Report) 
Master Portfolio (Includes MFs, Shares, PMS, FD, Insurance, Bonds, NPS and other Assets)

Experience the future of finance

Ready to revolutionize your business trajectory? Collaborate with Finexa and unleash the power of our customized business solutions. Join us to explore innovation that redefines the business landscape.

What Our client say about us

Mr. Arvind Vishwanath

Finance Planner & Wealth Coach - Green Earth Advisory Service

Mr. Abir Banerjee

AMFI Registered Mutual Fund Distributor

FAQs

What is LearnGenie?

LearnGenie is a versatile, white-labeled Learning Management Platform designed to provide personalized and customized learning journeys. It supports gamification, multiple stakeholders, quick go-to-market solutions, and offers various plans to cater to different needs.

Who can benefit from using LearnGenie?

LearnGenie is ideal for corporates looking to implement efficient and engaging learning solutions for their employees. It is also suitable for educational institutions and training organizations seeking to enhance their learning management capabilities.

What features does LearnGenie offer?

LearnGenie offers a range of features including:

Personalized and customized learning journeys
Gamification to increase engagement
Support for multiple stakeholders
Quick go-to-market solutions
Mobile application for on-the-go learning
Self-paced learning modules
Webinars and live sessions

Can LearnGenie be customized?

Yes, LearnGenie can be fully customized to meet the specific needs of your organization. Corporates can fill out a form to receive a customized solution and package tailored to their requirements.

What is gamification, and how does LearnGenie implement it?

Gamification is the application of game-design elements and principles in non-game contexts to enhance user engagement. LearnGenie incorporates gamification by integrating points, badges, leaderboards, and challenges to make the learning experience more interactive and motivating.

How does LearnGenie support personalized learning journeys?

LearnGenie uses advanced algorithms to tailor learning paths based on individual learner profiles, preferences, and performance. This ensures that each learner receives content and assignments that are most relevant to their needs and goals.

Can multiple stakeholders use LearnGenie?

Yes, LearnGenie is designed to support multiple stakeholders, including administrators, instructors, and learners. Each stakeholder can have specific roles and permissions to manage and participate in the learning process effectively.

How quickly can we go to market with LearnGenie?

LearnGenie is designed for rapid deployment, allowing organizations to implement and start using the platform quickly. The exact timeline may vary based on customization requirements and the complexity of your organization's needs.

Is there a mobile application for LearnGenie?

Yes, LearnGenie offers a mobile application that allows learners to access their courses and learning materials on the go. The app supports all the features available on the desktop version, ensuring a seamless learning experience.

What types of learning methods are supported by LearnGenie?

LearnGenie supports a variety of learning methods, including self-paced learning modules, live webinars, and interactive sessions. This flexibility allows learners to choose the method that best suits their learning style and schedule.

Can exams and assessments be conducted on LearnGenie?

Yes, LearnGenie provides tools for creating and administering exams and assessments. Instructors can design various types of assessments, including multiple-choice questions, essays, and practical tasks, to evaluate learner performance effectively.

How can organizations track learner progress on LearnGenie?

LearnGenie offers robust analytics and reporting features that allow organizations to track learner progress, performance, and engagement. Administrators and instructors can access detailed reports and dashboards to monitor individual and group progress.

How can we get support for LearnGenie?

LearnGenie offers comprehensive support to its users. You can contact our support team through the platform's email, or phone for any technical assistance or queries.

How can corporates get a customized solution from LearnGenie?

Corporates can fill out the form available on our website to request a customized solution. Our team will get in touch with you to discuss your requirements and create a tailored package that fits your needs.

These standouts power our promise to deliver unmatched financial excellence

Discover a Range of Financial Solutions with Finexa

Explore our cutting-edge financial products, spanning investment advising, insurance, wealth management, and financial education. With Finexa, you have access to a wide spectrum of financial services to meet your unique needs.