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.