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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.
Pricing of Fundexpert Fintech
- 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
- 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.
Key Specification
| Other Categories: | New Saas Software |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Online (Ticket) |
| Customization: | No |
| Languages Support: | English |
Who uses Fundexpert Fintech
SMEs
Enterprises
Company Details
| Company Name: | Fundexpert Fintech |
|---|---|
| Headquarter: | Bangalore, Karnataka India |
| Social Media: |
Most Popular Software
Alternative
User Reviews
Frequently Asked Questions (FAQs)
The user group of Fundexpert Fintech are as follows :
- Enterprises
- SMEs
- SMEs
Fundexpert Fintech has 2 plans,
- FREEDOM USD 0.00
- ENTERPRISE USD 0.00
Fundexpert Fintech is not allowing Free Trial.
Fundexpert Fintech pricing model : Onetime(Perpetual License)
Fundexpert Fintech is Online Software.
No
Fundexpert Fintech offers Online (Ticket) support.
Fundexpert Fintech provides Help Guides,Blogs for the software training.
