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.
It’s not a tool. It's a complete business solution
A comprehensive ERP solution available in Saas and Enterprise version. Finexa provides suite of tools and capabilities to help
Finexa creates and manages investment portfolios for clients, which may include asset allocation and performance tracking.
Finexa provides tools for client onboarding, profiling, and communication. This includes maintaining client records, financial goals, and risk profiles
Finexa's financial planning tools help create customized investment strategies tailored to clients' financial goals and risk tolerance.
Finexa includes features to help comply with regulatory requirements and generate reports for clients, such as account statements and tax documents
Finexa integrates with various financial institutions and accounts to provide a consolidated view of a client's financial holdings.
Financial goals can be set and tracked for clients, helping them stay on target to achieve their objectives. Rebalancing: The platform offers tools for rebalancing portfolios to maintain desired asset allocations.
The platform may offer tools for rebalancing portfolios to maintain
desired asset allocations.
It provides data analytics and reporting tools to assess portfolio performance, asset allocation, and other key metrics.
Advisors can assess the risk tolerance of their clients and make investment recommendations accordingly.
Finexa offers a mobile app for clients, allowing them to access information and conduct transactions on the go.
Finexa integrates with other financial software like CRM systems and market data sources to provide a seamless experience for users.
Finexa includes CRM functionalities to help intermediaries manage and track their interactions with clients.
As the financial industry is heavily regulated, Finexa may provide features to help advisors stay in compliance with industry regulations.
A Strategic Approach to Boost 3rd Party Sales Revenue coming from Wealth Products
Provide a one-stop-shop for your clients' financial needs.
Build stronger relationships by offering diverse services
Integrate effortlessly with your existing systems.Transform your customer experience and stay ahead in the competitive financial landscape.
Use this platform to train their employees or 3rd party vendors
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.
Comprehensive Financial Solutions
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.
At the heart of our product development philosophy lies the mantra of "Educate, Empower, and Engage." We create a diverse range of fintech products that inform, empower, and engage individuals and organizations to make sound financial decisions.
Clients can enjoy comprehensive financial solutions,
including investment planning, portfolio management, and goal tracking.
Finexa provides clear and detailed reports on investment
performance and financial goals, enhancing transparency for clients.
Clients can access a wide array of financial
products, including mutual funds, insurance, and more, all in one place.
The platform allows for streamlined transactions,
automated processes, and mobile access, making it convenient for clients to manage
With tools to assess risk tolerance and informed
investment strategies, clients can make well-informed financial decisions.
Finexa's features promote deeper client engagement and
understanding of their financial situation and goals.
Clients benefit from compliance with industry regulations
and the assurance of data security.
Advisors using Finexa can provide expert financial guidance
and support, ultimately benefiting the clients.
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.
We're Here to Assist You
For any inquiries or assistance, please reach out to us at [Email Address] or call [Phone Number]. Your financial success is our priority, and we're here to help.