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Finexa

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Explore comprehensive financial management software for investment advisors and wealth managers in India, with reviews and pricing details available.

Product Details

In addition, Finexa features a back office and customer relationship management suite that integrates RTA feeds, simplifying the tracking of client portfolios and overall business performance. The software includes a functionality to locate advisors, which supports lead generation and enhances client acquisition efforts. Designed to accommodate a wide array of financial products, Finexa can be customized to meet specific business requirements, making it a fitting choice for professionals seeking to expand their services. Priced at INR 10,000 on TechJockey, the overall cost may vary based on customization needs, additional features, user count, and deployment options.

Pricing

pricing starts at per year. There is no free version of . does not offer a free trial.

Overview

Starting Price

$

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online

Product Images

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