Simulation Software
Onetime(Perpetual License)
About
Funexpert Fintech is India’s highest-rated multi-asset financial advisory management platform that provides advisory services at a client’s emails, over an easy-to-use mobile app and website interface. With 1000+ advisors onboard, Fundexpert Fintech is one of the fastest-growing technology platforms for independent financial advisors. Supported by multiple asset classes, this platform ensures quick product delivery to individual clients with the advisor’s own branding and theme. Further, with Fundexpert Fintech, advisors can reflect the true vision of their business with actionable themes and styles. The platform helps users to offer clients an adequate set of business assets that are best suited for them and their day to day tasks. Awarded one of the 10 most promising financial technology startups, Fundexpert Fintech offers detailed portfolio reporting and insights. It also ensures transactions in multiple assets, paperless customer onboarding and automated data sync up.
Key Features
- ✓ Reporting
- ✓ Onboarding
- ✓ Mobile App
Pricing
FREEDOM
USD
0
- Web
- iOS & Android app
- Powerful business management suite
- Paperless client onboarding
- Online transaction capabilities in multiple asset classes
- Web
- iOS & Android app
- Powerful business management suite
- Paperless client onboarding
- Online transaction capabilities in multiple asset classes
ENTERPRISE
USD
0
- Customisable web and mobile application along with a fully functional business management suite.
- Customisable web and mobile application along with a fully functional business management suite.
User Reviews
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Frequently Asked Questions
How much does Fundexpert Fintech cost?
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Fundexpert Fintech offers 2 pricing plan(s):
- FREEDOM — USD0.00
- ENTERPRISE — USD0.00
What is Fundexpert Fintech used for?
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Fundexpert Fintech is a Simulation Software solution. Top features include:
- Reporting
- Onboarding
- Mobile App
Does Fundexpert Fintech offer a free trial?
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Fundexpert Fintech does not currently offer a free trial.
What support does Fundexpert Fintech provide?
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Fundexpert Fintech provides Online (Ticket) support.
Is Fundexpert Fintech cloud-based or on-premise?
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Fundexpert Fintech is Cloud Hosted software.
What training resources does Fundexpert Fintech offer?
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Fundexpert Fintech provides Help Guides,Blogs for training.
