Transition Support

Establish Your Business

Our goal for every advisor, program, or team transitioning to finexis to provide value from the minute they start working with us. You can rely on our experience to help you create a seamless and cost-effective transition plan for your practice.

Transition assistance

Navigating change is a seamless experience at Finexis. Our Transition Assistance program is dedicated to supporting you through professional shifts, ensuring a smooth and successful journey. Whether you’re joining our team, transitioning roles, or exploring new opportunities within the firm, Finexis is committed to providing the guidance and resources needed for a confident and prosperous transition.

Investment transitions

At Finexis, we understand that navigating investment transitions is a critical aspect of financial planning. Our dedicated Investment Transition Support ensures a seamless and informed journey, providing expert guidance and resources to help you make confident decisions during periods of change. Whether you are adjusting your investment strategy, transitioning portfolios, or exploring new financial opportunities, Finexis is your trusted partner for a smooth and successful investment transition.

Transitioning and Moving to finexis advisory

Experience a seamless shift in your financial journey by transitioning to Finexis Advisory. Our dedicated support ensures a smooth onboarding process, welcoming you to a leading homegrown financial advisory firm in Singapore. Whether you’re moving portfolios, seeking new opportunities, or transitioning roles, Finexis is committed to providing the guidance and support you need for a successful and fulfilling transition.

Stage 1: Begin the advisor review process

Dive into your financial transformation at Finexis with the initiation of Stage 1. Begin the Advisor Review Process, where tailored strategies and dedicated support mark the start of your journey toward financial empowerment.

Stage 2: Prepare for your future with finexis

Ready yourself for a secure financial future in Stage 2 of your journey with Finexis. Explore tailored preparations and strategic planning designed to empower you on the path to financial success.

Stage 3: Move with confidence

Experience assurance and take decisive steps in Stage 3 of your journey with Finexis. Our support ensures you move forward with confidence, backed by strategic planning and a commitment to your financial success.

Stage 4: Get back to business

Regain your financial momentum in Stage 4 with Finexis. Our support ensures a seamless return to business, backed by strategic planning and a commitment to your sustained financial success.

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Competitive Pay Structure

At finexis, we focus on ways we can help improve advisors, programs, or team profitability. Our production grid was designed to allow you to retain more of the revenue you generate through competitive payouts and bonuses, while managing your expenses with reasonable costs and charges.

Career Track

There are more ways to pursue the success you envision than ever before.However you define success, finexis offers a business model that provides flexibility and the ability to customize the practice, program, or team that you want to build.

Getting started: FTP

Start writing your next chapter. Fill out the following short, nonbinding profile form to begin our review process. Completing it now will allow for a smoother transition process should you decide to join finexis. A dedicated transition consultant will follow up with you within five days of your submission.