Establish Your
Business
Business Empowerment Hub: Establish Your Success with Finexis
Whether you’re an independent financial advisor seeking individual support or heading up a practice looking for a broker/dealer, finexis has the support, tools, and resources you need., empowering you to define and achieve your financial goals.
We prioritize understanding your goals and financial situation to build strategies tailored for you. Our experts provide continuous guidance and review, ensuring your plan adapts to your evolving life and empowers you to make informed financial decisions.
Competitive Pay Structure
finexis boosts advisor and team profitability through a production grid with competitive payouts, bonuses, and reasonable costs.
Career Track
finexis provides a flexible business model, adaptable to your unique definition of success, allowing customization of your practice, program, or team
Transition Support
Our goal is to deliver immediate value to every transitioning advisor, program, or team, backed by our expertise for a smooth and cost-effective transition
Getting started:FTP
Start your journey with finexis by completing our simple profile form, paving the way for a smoother transition with a consultant follow-up within five days.
Let's Connect Over Coffee!
Interested in learning more? Schedule a casual chat with us to explore your opportunities at finexis.
Our Journey
Establish Your Business
finexis provides a complete platform with key support and resources for financial consultants’ broker/dealer needs.
Manage Your Business
Boost your business efficiency and growth with finexis, and focus on fostering strong client relationships.
Grow Your Business
finexis boosts your success with educational support and customized solutions for increased client value.