Why Finexa
Finexa is an Integrated Tech Platform for Investment Advisors, Wealth Managers & Distributors
Finexa = Your Business Needs + Deep Domain Expertise + Robust Technology

Planning & Advisory Suite
Comprehensive & Modular planning suite catering to diverse customer needs

Transaction Suite
Paperless transactions into Mutual Funds and other products

MF BackOffice & CRM
RTA Feed Integrations for Automated client portfolio & business tracking

Client Portal
Investor access to the portal for real time tracking, query resolution, etc.

Client Acquisition
Unique “Find an Advisor” feature for lead generation & client acquisition

Transact in MFs through BSE Star, NSE NMF and ICEX MF
Why only MFs? Advise clients for multiple products

SAAS, White-labeled, Modular
A platform by the business, for the business, of the business

Enterprise Version
Multi-user & customized Enterprise versions integrated with existing systems on premise

Completely Paperless Video KYC
Completely Paperless Video KYC
What makes us stand apart?
Finexa is a complete business solution!
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Deep Domain Expertise
Globally bench-marked practices to enable you to Plan & Advise your clients for their diverse needs: Best Funds, Simple Goals, Comprehensive Financial Plan, Portfolio Analytics, etc.
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Integrated Platform
Mapping & supporting the entire customer journey from on-boarding, planning, advising, executing & monitoring. Say goodbye to multiple software.
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Multi-Product Platform
Finexa enables account aggregation, tracking, planning & execution for multiple products.
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Robust Technology
Secured, Reliable, 24/7 available and robust technology bench-marked with global standards.
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Customized for Your Business Needs
Whether you are a single person team or a large enterprise, RIA or a MFD, Finexa offers a completely modular suite of features. So choose & pay as per your business needs.
Discover the Benefits of Using Finexa

Professional Expertise & Advice with our proven, global & repeatable methodology

Completely Digital Experience: On-boarding to investments to tracking

Account Aggregation: Track entire client finances at one place

Cross Sell / Up sell

Client Satisfaction, Retention & Referrals

Paperless, Secured, Cost-effective & Efficient processes

Business Intelligence, Insights & Reports

More AUM + More Revenue = Grow Your Business
What Clients are saying?
Bhupendra
Founder at Zcompany
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Iqbal
Founder at Zcompany
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Elizabeth
Founder at Zcompany
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Anurag
Founder at Zcompany
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Prasad
Founder at Zcompany
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Flexible Pricing for you needs
Pick a Plan that suits your Client & Business Needs. Pay as you grow.