Multi-asset wealth management platform
Empowering wealth management, enabling growth
A fully integrated digital platform designed to streamline operations for family offices and wealth management firms. The B2B2C model carries service delivery from the back office all the way to end clients — empowering growth and enhancing customer experience.
Platform functional architecture
Every layer accounted for, from the channel to the custodian
Channels sit on top, the app components do the work in the middle, and the data and integration layer keeps everything fed.
- Channels / presentationFront office · Back office · External interfaces
- Key app componentsUser management · Data aggregation · Portfolio insights · Model portfolios · Reporting · Revenue
- Data & integrationsBSE StAR / MFU · KYC APIs · Security data providers
The functional architecture — three layers, one platform
Layer 01
Channels / presentation layer
- Front office
- Back office
- External interfaces
Layer 02
Key app components
- User management
- Data aggregation & management
- Portfolio insights
- Model portfolios & recommendations
- Reporting & dashboard
- Revenue tracking & reconciliation
Layer 03
Data & integrations
- BSE StAR / MFU transactions
- KYC APIs
- Security data providers
What the platform does
One stack for the whole wealth management journey
From onboarding a family to reconciling the revenue it generates — the pieces below are what firms use day to day.
Multi-asset data aggregation
- Consolidated portfolio data for accurate insights
- Every asset held, on one platform
- Portfolio insights drawn from the aggregated book
Reporting & analytics
- Real-time data visualisation
- Performance tracking
- Reporting and dashboards for every role
Revenue management
- Comprehensive revenue tracking
- Reconciliation tools
- Model portfolios & recommendations
Actionable insights for RMs
- Families, clients, RMs and prospects in one view
- Current value against AUM held, and AUM held away
- Gain and loss at a glance, client by client
User onboarding
- Smooth and efficient onboarding
- Digital onboarding, planning and rebalancing
- User management across the firm
Search and act
- Search across the client book
- Export what the meeting needs
- Model portfolios and recommendations to hand
Responsive web app
- Responsive web app, with a mobile app option
- Access anywhere, anytime
- Real-time portfolio reports and insights
Client dashboard
- Portfolio reports on web and mobile
- Open and clear performance metrics
- Investment goals in plain sight
Advisory services
- Digital onboarding
- Investment planning
- Portfolio rebalancing
Operational capabilities
The plumbing that makes it work
Three capabilities carry the day-to-day load. Pick one to see it larger.
01
Seamless transactions
BSE StAR and MFU integration, so orders are placed from inside the platform.
02
Security data providers & KYC APIs
Security master data and KYC checks arrive over APIs, keeping records current and compliant.
03
Order management & data processing
Orders and feeds processed end to end, ready for reporting and reconciliation.
Platform advantages
What the firm gains, and what the client feels
Technical enablers
- Enterprise-grade securityEnsuring top-tier data protection and compliance
- Audit & complianceMeet industry standards with ease
- Revenue growthProactive insights drive better investment decisions and business growth
- Digital experienceAccess anywhere, anytime, through web and mobile
- Advisory servicesDigital onboarding, investment planning and rebalancing
Client benefits
- Ease of useStreamlined processes for enhanced efficiency
- Data-driven insightsReal-time, actionable portfolio data
- Trust & transparencyOpen and clear investment goals and performance metrics
- Business expansionIncreased client retention, cross-selling and referrals
We're happy to assist you
Every business has its own goals and challenges. Book a personalised demo and we'll show you how the stack fits yours.
FAQs
What firms ask about GenNxt
18 questions about the wealth management stack. Type to find one.
What is Finexa GenNxt?
It is a wealth management stack: a fully integrated digital platform designed to streamline operations for family offices and wealth management firms, from the back office through to end clients.
Who is the platform built for?
Family offices and wealth management firms. The B2B2C model means the firm runs its own operations on the platform and serves its end clients through it.
What does B2B2C mean here?
Finlabs provides the platform to your firm, and your firm serves its clients on it. Service delivery runs from the back office to the end client without a break in the chain.
How is the platform structured?
In three layers: the channels and presentation layer (front office, back office and external interfaces), the key app components in the middle, and the data and integration layer underneath.
Which app components are included?
User management, data aggregation and management, portfolio insights, model portfolios and recommendations, reporting and dashboards, and revenue tracking and reconciliation.
Is there a mobile app?
The platform is a responsive web app, with a mobile app option. Clients can reach real-time portfolio reports and insights on both.
Can clients see their own portfolios?
Yes. The client dashboard gives them access to real-time portfolio reports and insights through the web and mobile apps.
How does onboarding work?
Onboarding is digital and designed to be smooth and efficient, and sits alongside investment planning and rebalancing as part of the advisory services on the platform.
What does multi-asset data aggregation give me?
Consolidated portfolio data across assets, which is what the portfolio insights and reporting are built on — so the numbers you act on are complete.
What reporting is available?
Real-time data visualisation and performance tracking, with reporting and dashboards for the roles that need them — including a dedicated RM dashboard.
What does the RM dashboard show?
Actionable insights for relationship managers: families, clients, RMs and prospects, with current value, AUM held, AUM held away and gain or loss per client.
How are transactions placed?
Through BSE StAR and MFU integration, so orders are placed from inside the platform rather than in a separate system.
How is KYC handled?
KYC APIs are part of the integration layer, along with security data providers, so checks and security master data come in over APIs.
Is revenue tracked on the platform?
Yes. Revenue tracking and reconciliation is one of the key app components, with comprehensive tracking and reconciliation tools.
How secure is it?
Security is enterprise-grade, aimed at top-tier data protection and compliance, with audit and compliance support so industry standards are met with ease.
Can it work with the systems we already run?
The data and integration layer is where external interfaces, security data providers and KYC APIs connect, and it is the layer to talk to us about for your own systems.
How does the platform help the business grow?
Proactive insights support better investment decisions, and firms see increased client retention, cross-selling and referrals as the client experience improves.
How do we get started?
Book a personalised demo with the Finlabs team. Tell us about your setup and we will show you how the stack fits it.
Finexa GenNxt is a Finlabs India product. Explore all five products →