One Seamless Workflow
No tab switching required, get more done faster with
everything in one place.
Platform
Manage multiple ARNs seamlessly without switching systems
or duplicating effort.
Reporting
From performance to compliance, Finexa brings
clarity with reports that speak your business
language.
Your Business
Dedicated Customer Service Manager who
understands your setup and priorities.
No tab switching required, get more done faster with everything in one place.
Manage multiple ARNs seamlessly without switching systems or duplicating effort.
From performance to compliance, Finexa brings clarity with reports that speak your business language.
Your Business
Dedicated Customer Service Manager who understands your setup and priorities.
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
Features Release
- Quick Navigation Bar
- Ready-to-use marketing creatives for investor communication
- NSE - SIP Top Up
(Investor App)
Ready to elevate your service?
- 24/7 Access
- Goal Monitoring
- Foster Loyalty
- Self-Client Onboarding
(Investor App)
Ready to elevate your service?
- 24/7 Access
- Goal Monitoring
- Foster Loyalty
- Self-Client Onboarding
FAQs
What is Finexa?
Finexa is a comprehensive mutual fund distribution platform designed to help Mutual Fund Distributors / Advisors manage their business from a single hub. With features such as client onboarding, transactions, reporting, and portfolio tracking, Finexa brings together the tools needed to run and grow your practice.
Who is Finexa designed for?
Finexa is built for Mutual Fund Distributors, wealth advisors, banks, broking firms, and financial institutions looking to have a comprehensive one stop platform for mutual fund distribution and tracking, simplify their operations and enhance the investor experience.
Which transaction platforms does Finexa support?
Finexa integrates with all the Mutual Fund Transaction platform à NSE Invest , BSE Star MF, and Mutual fund Utility (MFU), allowing advisors to execute mutual fund transactions through their preferred platform.
Can clients complete KYC and onboarding through Finexa?
Yes. Finexa supports digital client onboarding, including PAN verification, MF Transaction Account opening and can be done through both the Finexa website and Finexa Nova App (Do-it-yourself Investor Onboarding) to help reduce manual paperwork.
Does Finexa support SIP Top-Up and NFO investments?
Yes, but currently only through NSE. MFDs can offer SIP Top-Up and New Fund Offers (NFOs) directly through Finexa. An update for including it with BSE Star MF platform is currently in development.
Can I track all my client's investments in one place?
Yes. Finexa provides a consolidated portfolio view, helping MFDs monitor investments, track performance, and access client information from a single dashboard. You can also generate and share detailed Transaction Report, Portfolio Valuation Reports, Portfolio Gain /Loss Report across all Mutual fund Investments of the client
Can Finexa help with goal-based investing?
Yes, MFDs can create investment goals for clients and track their progress over time, making financial planning more engaging and meaningful. Finexa has a very comprehensive goal planning, investing and Goal tracking user journey. It also enables you to earmark any of the existin investments of the investor to a particular goal
Does Finexa support non-mutual fund holdings?
MFDs can maintain records of assets such as fixed deposits, equities, insurance, and other investments to build a broader financial picture for their clients, however in terms of transactions, only MF transactions are available.
Can reports be shared directly with clients?
Yes. Reports can be generated and downloaded or shared digitally through email , helping MFDs communicate portfolio updates quickly and professionally.
What reports are available?
Finexa offers a wide range of client and business reports. Client Reports include Portfolio Summary Report, Transaction Statements, Capital Gain /Loss reports, Performance reports etc. Business Reports include Business MIS, AUM Reconciliation Report, Brokerage MIS Reports, SIP Valuation
Can I manage multiple ARNs from a single Finexa account?
Yes. Finexa allows you to manage multiple ARNs at no additional cost, making it ideal for firms or MFDs operating under more than one ARN.
Is my client data secure?
Yes, protecting your data is a priority. Finexa uses advanced encryption (AES-GCM), which ensures both strong protection and data integrity in the background.
What is Finny?
Finny is Finexa’s built-in AI assistant designed to help you quickly find information about the platform. Whether you have questions about features, reports, or workflows, Finny is there to assist you.
Can I access Finexa from anywhere?
Yes. Finexa is a web-based platform, allowing you to securely access your business from anywhere with an internet connection. Investors can also stay connected through the Finexa Nova mobile app and MFDs can stay connected through the Finexa Mobile app.
Will my clients receive updates about their investments?
Yes. Through Finexa Nova and various reporting options, clients can stay informed about their portfolios while MFDs can easily share reports and updates whenever required.
Is my client data secure?
Yes, protecting your data is a priority. Finexa uses advanced encryption (AES-GCM), which ensures both strong protection and data integrity in the background.
Does Finexa have a mobile app for investors?
Yes. Finexa Nova enables investors to view their portfolios, access reports, complete transactions, track goals, and stay connected through a convenient mobile experience. The app is available on Android as well as iOS platforms.
Can I customise the investor app with my own branding?
Yes. Finexa offers white-label branding options at a separate cost, allowing MFDs and institutions to present the platform under their own identity.
How can Finexa help me engage with clients?
Finexa includes ready-to-use white-labeled marketing creatives that MFDs can share with clients to stay connected and maintain regular communication.
Can I control what my investors can do on the app?
Finexa includes ready-to-use white-labelled marketing creatives that MFDs can share with clients to stay connected and maintain regular communication.
Can I research and compare mutual funds within Finexa?
Yes. Finexa provides detailed fund information along with fund comparison tools to help MFDs evaluate schemes and support investment decisions.
Can Finexa recommend schemes based on client risk profiles?
Yes. MFDs can build their own recommended product lists, allowing Finexa to accordingly suggest schemes based on each client’s risk profile.
How quickly can I get support if I face an issue?
Our support team is committed to providing prompt assistance. Most queries receive a quick response, with most issues resolved within 48 hours.
Is training provided after I subscribe?
Yes. We provide onboarding assistance, assistance for NSE/BSE/MFU registration, platform demonstrations, and ongoing support to help MFDs get the most from Finexa.
Can I try Finexa before subscribing?
Yes. Contact our team to schedule a demo or explore the platform through a trial, so you can see how Finexa fits your business before making a decision.
Is Finexa fully white-labeled?
Yes. Finexa is a fully white labelled platform where you can update your logo and information to reflect in real time on the main page, reports, creatives and the Finexa Nova App loading screen.
How often is my portfolio data updated?
Finexa updates portfolio, ,transaction and MF NAV data every day, ensuring you always have access to the latest available information for your clients and business.
Does Finexa charge any commission on my transactions?
No. Finexa does not deduct any commission or levy additional transaction charges on your mutual fund business. Your earnings remain yours.
What is Quick Access?
Quick Access is a navigation tool that helps you reach frequently used pages and features in just a few clicks, reducing the time spent searching through menus.
Can I switch to Finexa if I am already using another platform?
Yes, many MFDs have transitioned to Finexa from other platforms. Provided you are operating under your own ARN, our team can guide you through the onboarding process and help you understand the options available based on your existing setup.
I'm a new ARN. Is Finexa suitable for me?
Yes. Finexa is designed to support MFDs from the very beginning of their journey, providing the tools needed to onboard clients, execute transactions, generate reports, and manage a growing practice.
What Our client say about us
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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.
