What we do

/What we do
What we do 2017-10-23T13:27:31+00:00

What we do

We do not have retail clients, nor do we engage directly with your end investors. As an outsourced provider we deal only with you, the AFSL holder, to provide the operational efficiencies as well as the expert knowledge your firm requires in managing its direct investment needs. Built in Australia for Australian firms, our teams in Sydney and Melbourne provide flexible, timely support so your business can focus on the most important thing – your clients.

Your one stop for Full Advice or Direct Market Access

FinEx is the user interface your firm needs regardless of whether it recquires full advice and portfolio construction or to execute trades on our supported stock exchanges. Couple these with Portfolio Administration and Managed Account services, we are the only outsource firm your organisation needs to meet all of your clients investment needs.

Your investment menu

FinEx provides our customers with access to a range of products built on the latest technology platform’s to ensure operation efficency and speed to market. Choose from;

  • Managed Accounts – Access model portfolio management via our unique solution
  • ECM – Access to capital raisings and IPOs.