Finexa offers completely flexible packages that fit your client & business needs.
So Pick your Plan & Pay as you go
Goal Planning
$ /monthly
- Plans for various Life Goals
- Need Gap Analysis
- How much to invest & Where
- Risk Profiling & Asset Allocation (Glide Path / Non Glide path)
- Goal Execution Advice with Product Recommendations
- Cash Flows
- Generate Goal Planning Report
Portfolio Management
$49.99 /monthly
- Multi-Asset Portfolio Tracking
- Loan & Liabilities Review
- Networth Analysis
- In-depth Equity & Debt Portfolio Review
- Risk Profiling & Asset Allocation Recommendation
- Product Recommendations
- Generate Portfolio Management Report
Financial Planning
$59.99 /monthly
- Budget Management
- Multi-Asset Portfolio Tracking
- Risk Profiling & Asset Allocation
- Contingency Planning
- Plan for All important Life Goals Simultaneously
- Goal Execution Advice & Products Recommendations
- Insurance Planning
- Cash Flow
- Generate Financial Planning report
Invest in MFs Online
$69.99 /monthly
- Integrated with BSE Star MF, NSE NMF II and MFU Platforms
- Choose one or more platforms for your clients
- Transact in Mutual fund Schemes across AMCs
- Onboard Clients and Create new NACH mandates online
- Upload existing clients & mandates
- Initiate all types of MF transactions - Lumpsum / SIP / STP / SWP / redemption etc.
- Execute Planning recommendations through single click “Add to Cart” feature
MF Backoffice & CRM
$79.99 /monthly
- Integration of RTA mail back files from CAMS, Karvy, Franklin etc.
- Auto-Upload Feature for mail-back files with minimum intervention
- Seamless On-boarding 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
Client Portal
$89.99 /monthly
- View complete Portfolio & its Performance
- View Financial & Goal Plans and Product Recommendations
- Manage Access Rights for Clients
Client Mobile App
$ /monthly
- Highly Automated & Secure Client Mobile App for Your Clients to track their Personal Finance
- Track all banks accounts, credit cards & e-wallets real-time 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.
- Detailed tracking of MF Investments, transactions etc.
- Bank grade security for client data protection
Video KYC Powered by LIC Mutual Fund
$ /monthly
- Completely online and paperless
- As per SEBI Approved Process
- Simple and Do-it-yourself process
- Make your clients KYC compliant and start investing
Key Business Features (SaaS)
$99.99 /monthly
- Cloud based platform offered as SaaS. No capex required
- Multi-user login & Hierarchy mapping
- White-labeled Platform
- Choose modules as per business needs & pay for them
Key Business Features (Enterprise)
$99.99 /monthly
- Enterprise - On Premise versions available
- Need-based Customization for both B2B and B2C solutions
- Integrations with legacy systems for quicker adoption
- Enhanced capabilities through use of AI, ML & advanced analytics
- Flexible pricing & ownership models
Other Resources
$99.99 /monthly
- Budget Management
- Find an Advisor
- Financial Product calculators
- MF Product One Pagers
- Live Feeds MF, Equity and Other Assets