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Finexa

Brand: Finexa

  • 4.2

  • 3 Ratings

Finexa is a management software for financial institutions to help investment advisors, wealth managers, and distributors.

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Starting Price
₹10,000 excl.GST
₹ 11,800 incl. GST

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Starting at ₹10,000
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Finexa Software Overview

What is Finexa?

Finexa is an integrated financial management software for investment advisors, wealth managers, and distributors. It empowers them by offering a comprehensive business solution to plan and advise clients on diverse financial goals.

The platform provides a range of features, including a planning and advisory suite and a transaction suite that facilitates paperless transactions into mutual funds and other financial products, to name a few. It also offers a back office and customer relationship management suite integrating RTA feeds for automated client portfolio and business tracking.

This financial management software also has a Find an Advisor feature that aids lead generation and client acquisition. The platform is designed to be multi-product, allowing users to advise clients on various products, including mutual funds and other instruments. That’s not all, as the software can also be customized to meet the unique needs of your financial business.

Why Choose Finexa?

Finexa software can be an ideal financial management software option for investment advisors, wealth managers, and distributors looking for a comprehensive solution to grow their business.

Benefits of Finexa

  • Enables you to offer professional expertise and advice to your clients with a proven, global, and repeatable methodology.
  • Allows paperless transactions into mutual funds and other products, making the onboarding process more efficient.
  • MF back-office and CRM integration with RTA feeds allow for automated client portfolio and business tracking.
  • Provides investors access to real-time tracking, query resolution, and more.
  • Helps with lead generation and client acquisition.
  • Enables account aggregation, tracking, planning, and execution for multiple products, allowing you to advise clients on various financial solutions.
  • Offers secured, reliable, 24/7 available, and robust technology bench-marked with global standards.

Pricing of Finexa

Finexa is priced at INR 10,000 on TechJockey.

The overall pricing model is based on different factors such as personalization, extra features required, total users, and deployment type. Please feel free to request a call from our product experts if you want to learn more about our subscription plans or premium package deals.

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Finexa Pricing & Plans

Basic(Unlimited Users)
Key Features
  • Planning & Advisory Suite
  • Transaction Suite
  • Client Acquisition
  • Client Portal
  • Paperless Video KYC
  • Budget Management

Calculated Price

₹ 10000 Exclusive of all taxes

    • Quantity

      Quantity
      Quantity

    • Yearly

      Yearly
      Yearly

Key Features

  • Planning & Advisory Suite

  • Transaction Suite

  • Client Acquisition

  • Client Portal

  • Paperless Video KYC

  • Budget Management

Finexa Features

  • icon_check Planning & Advisory Suite
    Comprehensive & modular planning suite catering to diverse customer needs. 
  • icon_check Transaction Suite
    Facilitates paperless transactions into mutual funds and other products.
  • icon_check Client Acquisition
     Unique “Find an Advisor” feature for lead generation and client acquisition. 
  • icon_check Client Portal
    Provides investor access to the portal for real-time tracking, query resolution, and more. 
  • icon_check Paperless Video KYC
    Enables digital verification of clients through video. 
  • icon_check Budget Management
    Enables tracking of expenses and setting of budgets. 
  • icon_check Multi-User
    Allows multiple users to access and collaborate on the platform. 

Finexa Specifications

Supported Platforms
Windows Windows Android Android MacOS MacOS
Devices
Desktop Desktop Mobile Mobile
Deployment
Cloud-Based Cloud-Based Perpetual Perpetual
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Medium Business SMBs SMEs
Language
English

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Finexa Review

4.2

Out of 5

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Overall Rating

Based on
3 Verified Ratings

Rating Breakdown

  • Features 4
  • Value for Money 4
  • Ease of Use 4.1
  • Customer Support 4.6

90% Recommend this Product

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Techjockey Trusted Reviews from Verified Users

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Which operating system does Finexa support?

Finexa is compatible with Windows operating systems.

Is there any Finexa app?

Finexa is available for Android mobile devices.

What is the deployment type of Finexa?

Finexa supports web-based deployment.

How much does Finexa cost?

Finexa is priced at INR 10,000 on Techjockey.

Who are the potential users of Finexa?

Finexa is typically used by various financial institutions.

Is there any free trial or demo for Finexa?

Finexa demo is available for free with techjockey.com.

Is Finexa free?

Finexa offers a free trial. Please request a call back for subscription-related details and to avail offers on premium packages.

How can you download Finexa?

Installation is not required, as it is web-based. Just open the Setup Wizard to get started.

How does Finexa work?

Finexa helps facilitate paperless transactions into mutual funds and other products. It is a Comprehensive & modular planning suite catering to diverse customer needs. Finexa enables the digital verification of clients through video.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.