Finexa

WeWork, 10th Floor, EnamSambhav, G Block, BKC, Mumbai – 400051

finlabsindia.org/
A & D Software
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Last Updated on Date: 9 Jul

About Finexa

Finexa is a one-stop solution for all Wealth Managers, Financial Planners, Advisors and Distributors. In the new normal phase with growing uncertainties, clients are demanding diverse product offerings, relevant product recommendations with seamless remote client handling. And these can precisely be met by Finexa. It provides an Integrated B2B2C Digital Platform with strong Advisory & Multi-product transactional capabilities to Financial Intermediaries as SAAS or Enterprise Versions.

Year Established
2016
No. of Active Users
700+

Key Officials

  • Sudipto Roy
    Founder and Director
  • Nimish Agrawal
    Founder & CEO
  • Kaushik Majumdar
    Director

About Products & Services

Key benefits to Clients

  • Elaborate financial planning module
  • Simplicity in reports
  • Easy access to portfolio through client app- Fiscus
  • Helping them plan and achieve their financial goals effectively

Key benefits to Professionals

  • Catering to Advisor’s both front-office & backoffice needs
  • Platform benchmarked with global advisory practices, advisory tools & analytics (Financial Planning, Portfolio Management, Will Writing etc.)
  • One-stop Access to online distribution of MFs thus giving higher revenue and scope to grow business, up-sell and cross-sell
  • More efficient & paperless back office processes means lower TAT, client satisfaction, more time for client acquisition & higher margins
  • For Enterprise Clients, grow marketshare & revenue through innovative digital journeys quick integration with readymade API stack and introduce innovative features for Clients
Product Pricing
Finexa, Fiscus & Learngenie (available in different modules and can be customised)
Revenue Share Model
NIL

Subscription / Empanelment Process

  1. Call / Whatsapp on 78878 99970 / 98190 67706
  2. Drop a line on info@finlabsindia.com

Eligibility Creteria

  1. Any Advisor with an active ARN or RIA Code can be part of FinLabs

Special Offer for NFP ProMembers

NFP Registered Pro Members will get 20% discount on the listed subscription form

Contact Finexa

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NFP Partner Contact Form - Finexa

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Financial Advisors are requested to contact the Partners directly for enquiries and support. Network FP is not responsible for any actions of partners.