Client Ownership

Manage Your Business

finexis app gives transparent insight into your clients’ financial account information from one central location, allowing you and your clients to view portfolio values, account balances, deposits and withdrawals, and investment returns, any time from any device.

Client-Centric Ownership

Embrace a client-centric approach to ownership at Finexis, where our advisors prioritize building strong, lasting relationships. This stage focuses on creating a foundation of trust and empathy, ensuring clients feel valued and understood.

Ownership Excellence: Beyond Transactions

Achieve excellence in client ownership at Finexis, where the focus goes beyond transactions. This stage emphasizes the importance of delivering exceptional service, building loyalty, and becoming a trusted partner in your clients’ financial journeys.

Client Commitment Hub

Elevating client ownership through heart, expertise, and a commitment to excellence.

Stage 1: Heartfelt Client Ownership

Symbolizing the initial stage of client ownership, this icon represents a hand with a heart, signifying a personalized and empathetic approach to building strong client relationships.

Stage 2: Ownership Achievement

Recognizing milestones in ownership excellence, this icon signifies the achievement of building lasting relationships that have earned Finexis a medal in client-centric service.

Stage 3: Flagship Ownership Navigation

Representing our commitment to navigating client ownership with confidence, this icon signifies the strategic approach to ownership, symbolized by a flag, ensuring a clear direction in building trust and loyalty.

Stage 4: Capstone Excellence in Client Ownership

At the pinnacle of our client ownership journey, this icon represents the graduation cap, symbolizing the attainment of significant milestones and the culmination of excellence in Finexis' commitment to clients.

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Industry Leading Technology

At finexis, we continue to automate time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing, all to improve your efficiency and accuracy.

Products and Platforms

With finexis, you can easily shift the balance between fee-based and commission-based activities to recommend solutions that best address your clients’ goals.

Operation Support

finexis’ tools are designed to simplify account management, boost practice efficiency, provide scalability, and improve the overall experience that you offer to your clients.

Marketing Support

How you appear in the marketplace and connect with your clients and prospects can directly affect your practice’s growth. To help you achieve your goals and expand your reach, we offer a variety of options, from developing your own marketing materials, using our existing turnkey solutions, or consulting with our marketing experts.