Funexpert Fintech is India’s highest-rated multi-asset financial advisory management platform that provides advisory services at a client’s fingertips, over an easy-to-use mobile app and website interface. Fundexpert Fintech motivates financial advisors’ clients to invest more with in-app notifications and automated investment prompts. 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
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Mobile App
Helps your team to stay top on the business everywhereOnboarding
Helps to integrate newly recruited employees into the organization through an automated processReporting
Sends instant status reports about the task with customer feedbackFree Trial
Not available
Pricing Options
Freemium ( Limited Features )
Premium Plans ( Quotation Based )
Pricing Plans
FREEDOM Free
Features
ENTERPRISE Custom
Features
Screenshots of Vendor Pricing Page
Disclaimer: The pricing details were last updated on 29/07/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Fundexpert Fintech Pricing.
What is Fundexpert Fintech used for?
Learn more about Fundexpert Fintech features.
Does Fundexpert Fintech provide API?
No, Fundexpert Fintech does not provide API.
Vendor Details
Bangalore, IndiaContact Details
080-61970906
https://fundexpertfintech.com/
Social Media Handles
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