Products and Platforms

Manage Your Business

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

Advisory platforms and tools

Explore Finexis’ cutting-edge advisory platforms and tools designed to empower financial advisors. From intuitive interfaces to powerful analytics, our technology ensures a seamless and personalized advisory experience.

Products

Discover a comprehensive range of financial products at Finexis, meticulously curated to meet diverse client needs. Our products represent a commitment to excellence and innovation in the financial services landscape.

Finexis Solutions Hub

Your one-stop destination for cutting-edge advisory platforms, innovative tools, and a curated suite of financial products.

Stage 1: Heartfelt Solutions

Symbolizing the initial stage of our product and platform journey, this icon represents technology and products infused with heart, reflecting a personalized and empathetic approach to financial solutions.

Stage 2: Medal of Innovation

Recognizing milestones in product and platform innovation, this icon signifies the achievement of innovative solutions that have earned Finexis a medal in the financial services landscape.

Stage 3: Flagship Solutions Navigation

Representing our commitment to navigating the financial seas with confidence, this icon signifies the strategic use of platforms and products, symbolized by a flag, ensuring a clear direction in the competitive landscape.

Stage 4: Capstone Excellence in Financial Solutions

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

Explore more

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.

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.