Industry Leading Technology

Manage Your Business

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.

Tech-Driven Transformation

Explore the cutting-edge technology that powers Finexis, Singapore’s homegrown financial advisory leader. From seamless client interactions to advanced analytics, our industry-leading technology is at the forefront of financial innovation.

Innovative Solutions for Tomorrow

Dive into the future of financial services with Finexis. Our industry-leading technology is not just a tool; it’s a solution that revolutionizes the way we approach financial advisory, ensuring our clients stay ahead in an ever-evolving landscape.

TechAdvantage by Finexis

Experience the Finexis edge with our industry-leading technology, ensuring a seamless and innovative financial journey.

Stage 1: Heartfelt Technology

Symbolizing the initial stage of our tech-driven transformation, where technology is infused with heart, reflecting a personalized and empathetic approach to financial solutions.

Stage 2: Medal of Innovation

Recognizing milestones in technological advancement, this icon signifies the achievement of innovative solutions that have earned Finexis a medal in the financial technology landscape.

Stage 3: Flagship Tech Navigation

Representing our commitment to navigating the technological seas with confidence, this icon signifies the strategic use of technology, symbolized by a flag, ensuring a clear direction in the competitive tech landscape.

Stage 4: Capstone Tech Excellence

At the pinnacle of our tech journey, this icon represents the graduation cap, symbolizing the attainment of significant technological milestones and the culmination of excellence in the Finexis tech experience.

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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.

Client Ownership

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.