Operation Support

Manage Your Business

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

Account View: Client account solution

Experience the next level of client account management with Finexis’ Account View. This intuitive solution empowers advisors to provide personalized and efficient service, enhancing the overall client experience.

Going digital: Efficient and secure

Embrace a seamless digital transformation with Finexis. Our commitment to going digital ensures efficient and secure operations, allowing us to meet the evolving needs of our clients in the modern financial landscape.

Operational Excellence Hub

Elevating client interactions and ensuring operational efficiency through cutting-edge solutions and digital innovations.

Stage 1: Heartfelt Operations

Symbolizing the initial stage of operational support, this icon represents solutions and digital operations infused with heart, reflecting a personalized and empathetic approach to client interactions.

Stage 2: Efficiency Achievement

Recognizing milestones in operational efficiency, this icon signifies the achievement of streamlined solutions that have earned Finexis recognition in client service excellence.

Stage 3: Flagship Operations Navigation

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

Stage 4: Capstone Excellence in Operations

At the pinnacle of our operational support journey, this icon represents the graduation cap, symbolizing the attainment of significant milestones and the culmination of excellence in Finexis' operations and client solutions.

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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.

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.