24678+ Users
Transform Your Wealth Management Business with Finexa
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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.
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
FAQs
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General Information
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Platform Capabilities
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Assessment and Performance
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Support and Contact
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.
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.
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
These standouts power our promise to deliver unmatched financial excellence
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.
Related Topics
Finlabs Collaborates With LSEG (London Stock Exchange Group) To Drive Innovation In Wealth-Tech Solutions
We are excited to announce that Finlabs India Pvt. Ltd has partnered
Technology Is Becoming The Focus Of Wealth Management
One of the primary reasons for the extremely fast use and adaptation of technology in the wealth management industry is the addition of a whole new set of millennial customers who are young and tech-savvy.
How Technology Fuels Growth in Financial Advisory & Distribution
When it comes to technological changes, financial advisors no longer challenge against brokers, Robo advisors, and other advisory firms. People also judge their RIAs against the convenience and responsiveness set by multi billion companies such as Google, Amazon, and Uber.
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.
