Finexa is a complete business solution for Investment Advisors, Wealth Managers & Distributors
Now manage your entire client journey through Finexa!
Planning & Advisory Suite
The most advanced and comprehensive planning suite to address diverse client needs. Bench-marked with the best global practices to help you deliver the best advice to your clients.
Choose Planning Modules as per your needs
- Budget Management
- Goal Planning
- Portfolio Management
- Financial Planning
- Insurance Planning
- Mutual Fund Analyzer
Don’t just plan for your clients! But execute their plans seamlessly through online paperless transactions into Mutual Funds through the Finexa transaction Suite
- Integrated with BSE Star MF, NSE NMF II and MFU Platforms
- Onboard Clients and create NACH Mandates online
- Initiate all types of MF transactions – Lumpsum / SIP/STP /SWP/ redemption etc.
- Execute Planning recommendations through single click “Add to Cart” feature
- Transact in Mutual fund Schemes across AMCs
MF BackOffice & CRM
An efficient & robust Back-office solution is the key to success of any operation. Our MF back office module helps with just that!
- Integration of RTA mail back files from CAMS, Karvy, Franklin etc.
- Auto Upload Feature for mail-back files for minimum intervention
- Seamless onboarding of MF clients in Finexa
- Generate Client / Family Portfolio Valuation reports, Statement of Accounts
- MF Realized, Unrealized and Capital Gains Statement
- Transactions, SIP / STP reports etc.
- Comprehensive Business Reports Suite for tracking business basis ARN / RM / Branch / Sub broker and Fund / Asset Type / Scheme etc. and AUM / Net sales / SIP, Brokerage etc.
Client Portal & Client Mobile App
Now let your clients experience first-hand the power of your advisory services
- Provide privilege based realtime & 24/7 access rights to Clients
- Clients can view their complete Portfolio & its performance
- Clients can also view their Financial & Goal Plans and product recommendations
Not just onboarding, advice, execution and monitoring, Finexa helps you acquire clients
- Introducing “Find an Advisor” feature for the users of our Mobile App “Fiscus”
- Fiscus is a personal finance manager app that helps users track their bank accounts, monthly expenses, track bill payments etc.
- Financial Advisors can register on the App / Finexa website for showcasing their services to the users and getting leads
- The Fiscus App userssearch for Advisors in their geographical vicinity through the “Find an Advisor” feature and see the registered advisors. They can scan through their profile and connect with them
- The Registered advisors then get the client leads with contact details
Completely Paperless Video KYC
Brought to you in association with LIC Mutual Fund
- Completely online and paperless
- As per SEBI Approved Process
- Simple and Do-it-yourself process
- Make your clients KYC compliant and start investing
Most Advanced Client Mobile App
Highly Automated, Secure & Most Advanced Client Mobile App for Your Clients to track their Personal Finance
- Ability to track all the user’s banks accounts, credit cards & e wallets realtime in one single place without sharing pin or password
- View account statements for all bank accounts and credit card statements instantly
- Track business expenses & income as per category and their trends
- Track utility and other bills through auto-reminders
- Track Multi-asset Portfolios Realtime including MF, Equity, FDs, Small Savings Schemes etc. through integration with Finexa Platform
- Detailed tracking of MF Investments, transactions etc. through integration with Finexa MF back Office
- Bank grade security for client data protection
Complete Business Solution
Finexa is tailor made to cater to your ever growing & diverse business needs. So be it a new age Robo-Advisor or a conventional distribution business, Finexa provides customized business features that meet your requirements.
- Cloud based platform offered as SaaS. No capex required
- Highly scalable and pay-as-you-go model
- Package based product features from Simple to Complex Advice solutions. Choose modules as per your business needs
- White-labeled platform. Put your own brand at the forefront
With our Finexa Enterprise version, we provide “Large Enterprises” a quick, robust &state-of-the-art solution to their complex requirements. So why build, when you can just buy!
- Need based Customizations for both B2B and B2C solutions
- Integrations with legacy systems for quicker adoption
- Multi-user hierarchy, BI Modules & other Enterprise features
- On-premise implementations possible
- Enhanced capabilities through use of AI, ML& advanced analytics.
- Flexible pricing & ownership models