Advantages

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 (coming soon)


Monitor and review your finances online (coming soon)


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 (coming soon)


Long term asset accumulation and growth of AuA


See Clients entire information in one place (coming soon)


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