Finexa

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

finlabsindia.org/
A & D Software
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About Finexa

FinTech is a new-age Fintech focused on developing technology-enabled fin services and products. Empowering the Financial Intermediaries to help masses achieve their financial goals, well-being & security through a unique & comprehensive B2B2C Integrated digital platform.

Year Established
2016
No. of Active Users
700+

Key Officials

About Products & Services

Key benefits to Clients

  • Elaborate financial planning module
  • Simplicity in reports
  • Easy access to portfolio through client app- Fiscus
  • Clarity in helping them plan & 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
Coming Soon

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

Contact directly

Express your interest or drop in your concerns in the form below, and we will reach out to you directly.

NFP Partner Contact Form - Finexa

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