Features

Finexa is a complete business solution for Investment Advisors, Wealth Managers & Distributors
Now manage your entire client journey through Finexa!

1

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

Know More

2

Transactions Suite

Don’t just plan for your clients! But execute their plans seamlessly through online paperless transactions through the Finexa transaction Suite

  • Integrated with BSE Star MF Platform.
  • NSE MF & MFU Platforms being integrated
  • Onboard Clientsand 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

Transact Feature for Other “Financial Products” coming soon

Register for Updates

3

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.

Schedule Demo Now

4

Client Portal

Now let your clients experience first-hand the power of your advisory services

  • Provide privilege based realtime & 24/7 access rights to Clients
  • Clientscan view their complete Portfolio & its performance
  • Clients can also view their Financial & Goal Plans and product recommendations

Stay Tuned for Updates >

5

Client Acquisition

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 back 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

Register for “Find an Advisor” Now

6

Complete Business Solution

Finexa is tailor made to cater to you 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
7

Enterprise Platform

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