Finexa equips and empowers the modern financial advisor. Who in turn can deliver the best-in- class and customized solutions to their clients. This then results in client satisfaction, retention and more revenue per client. But Finexa’s value proposition is not limited to higher revenues alone.
It is just the beginning!
For Client
Top class & Personalized Financial Advice
Plan for every need:
Life Goals, Budgets, Wealth, Insurance, Overall Finances etc.
Asset Accumulation through risk optimized asset allocation recommendations
Execute advice seamlessly and paperless online
Monitor and review your finances online
Everything in one place
Anytime anywhere access
High degree of transparency
Virtual Support from Advisors
Education on best financial practices and suitable products
For Advisors
Access to best-in- class Integrated Financial Advice Platform.
Everything in one place – Advice, Transact & Business
Personalized Plan for Client’s every need: Life Goals, Budgets, Wealth, Insurance, Overall Finances etc
Subscribe Product Features as per your business requirements
Access to best-in- class Risk Assessment & Asset Allocation models
Configure your own Risk profiling, Asset Allocation and product recommendation models
Execute advice seamlessly and paperless online
Long term asset accumulation and growth of AuA
See Clients entire information in one place.
Pro-actively monitor clients finances and advice
Virtually Support clients
Highly scalable platform with no capex requirement. Pay-as- you-grow
Anytime, anywhere access to you and your clients
Secured, robust, user-friendly features for superior customer experience
White-labeled platform. Put your own brand at the forefront