It is understandable you will naturally want to choose the company that will give you every chance of success. In finexis, providing the best for you is at the core of everything we do. To highlight our uniqueness, here’s a checklist where you can compare finexis’ offerings with that of other companies’. After looking at the comparison, it will become obvious who is truly set up to help you succeed, and who’s not.

Remember, only look for the best supported company that puts its consultants at the centre of what they do and think. And of course, you must also look for company that offers the best compensation package.

	finexis
A. TOTAL COMPENSATION AND OWNERSHIP MODEL We pride ourselves in having one of the most competitive compensation packages in the market.
True Entrepreneurship - Client Ownership We provide you the freedom to operate, the freedom to bring your clients with you should you leave		Yes No	Yes No
Freedom to Charge We provide you the freedom to charge investment fee/trailers/upfront fee		Yes No	Yes No
Revolutionary Compensation Plan – Gross Total Revenue Model The better you perform, the better you are paid.- In short, best paid. To find out more about how we are the best paid, contact us		Yes No	Yes No
Participate in the Company’s Revenue We think it’s fairer that you partake in a share of the firm’s revenue.		Yes No	Yes No
B. THE UNIQUE FINEXIS CULTURE Our culture makes us distinctive, it defines us.
No Walls, Zero Silos Open Architecture You have full access to senior management who are open to share, highly involved, regardless which team you are from.		Yes No	Yes No
Fine-to-Fine-Us Program (FTFU™) Revolutionary initiative where Consultants and Managers can choose to FINE or compliment the HQ support team if they fall short of their service delivery.		Yes No	Yes No
C. MULTIPLE PRODUCT PROVIDER Clients are demanding depth and diverse range of products, we feel likewise.
11 Life insurance Companies We have some of the world’s largest, most established, long standing partners.		Yes No	Yes No
20 General insurance Companies 20 of the industry’s best general insurers for the most demanding end-clients.		Yes No	Yes No
3 Investment Platforms Here, you will be spoilt for choice.		Yes No	Yes No
More than 400 Unit Trust Funds (not exhaustive) Immediate access to top funds from all around the world!		Yes No	Yes No
Unique International Life and Investment Plans Access now to products previously only available to the high net worth clients.		Yes No	Yes No
Major Local Bank Loan Tie-ups Access to the tie-ups as they are only a phone call away.		Yes No	Yes No
D. CONSULTANT ADVISORY PLATFORM The finexis consultant advisory platform exists for one purpose, YOU.
Dedicated Investment Team Detailed analysis of quarterly recommended fund list and sample model portfolio.		Yes No	Yes No
Fortnightly Investment Breakfast Talk The latest events as they unfold, and how they will impact you and your end clients		Yes No	Yes No
In-house Product Specialist Team We analyze every category of product to provide you with the top 3 in each category		Yes No	Yes No
Non-Wrap Unit Trust Platform iFAST: For clients who prefer uncomplicated simple transaction based investment		Yes No	Yes No
Wrap Unit Trust Platform NAVIGATOR and iFAST Investment Platforms for hassle-free investment planning		Yes No	Yes No
General Insurance Submission Support Dedicated staff for processing of General Insurance (personal lines)		Yes No	Yes No
Managed Account Services through OCBC securities Invest in stocks through managed accounts		Yes No	Yes No
Hedge Funds You will have access to some of the most popular hedge funds in the world		Yes No	Yes No
Alternative Investments For High-Net-Worth Clients Access to products previously only available to high net worth clients.		Yes No	Yes No
Full Fledged Magazine – The fi Magazine produced In-house (first in the market!!) Prospecting/sales/referral/client servicing tool all rolled into one!		Yes No	Yes No
Advanced Designations for Consultants Senior and Executive Financial Consultants’ designation for the compliant and productive consultants.		Yes No	Yes No
Personal Professional indemnity Insurance of up to S$10 Million A must have for true professionals.		Yes No	Yes No
E. BACKEND TECHNOLOGY & HQ SUPPORT We believe that serving the clients well is the foundation of all top companies).
finexis Dedicated Intranet Portal for (My Production Portal) Policy/Client Search Locate your clients’ details with a click of your fingers as and when you need them		Yes No	Yes No
finexis Dedicated Consultant Portal Industry news, BI, latest updates, news, intelligence in one online location		Yes No	Yes No
Straight Through Processing for Unit Trust Approval Process If you so desire, there is no longer the need to meet client face-to-face for unit trust transactions		Yes No	Yes No
Scanned Soft Copies of All Full Submissions No need for paper, photocopying and unnecessary wastage. Everything in soft copy to you		Yes No	Yes No
Commissions/Fees Payment up to twice a month We directly debit your bank account, with detailed statements.		Yes No	Yes No
F. IN-HOUSE DEDICATED MARKETING SUPPORT DEPARTMENT The only FA to have a department just for marketset up to cater to your marketing needs.
Marketing Support Initiatives™ Client Events (Organized events with value adding consultants’ end clients in mind). Weekly Commentaries to Clients (researched materials you can send to clients every week) Special Tie Ups Events for your end clients		Yes No	Yes No
Full Fledged Magazine – The fi Magazine produced In-house (first in the market!!) Prospecting/sales/referral/client servicing tool all rolled into one!		Yes No	Yes No
G. RECRUITMENT AND INDUCTION SUPPORT We ensure that you can embark on your journey towards success.
finexis Career Seminar A monthly session to introduce interested candidates to the company, the office and the finexis way.		Yes No	Yes No
Foundation Training Program – FTP™ 3 day intensive induction program focused on the new consultant up and ready in a career in advisory		Yes No	Yes No
New Financial Consultant Program – BFC™ A proprietary 3 months induction program to pave your way to success		Yes No	Yes No
In-Industry Specialist Transition Team Your transition made clearer by our dedicated transition specialists. Click here for more info		Yes No	Yes No
H. TRANSITION SPECIALIST TEAM The only firm to provide such know how in a dedicated way.
Dedicated Transition Specialist Team Set up for a single purpose only: to you start your practice here within the shortest time.		Yes No	Yes No
Personal Transition Consultant It needs to be personal, because no two transitions are the same		Yes No	Yes No
To-Dos and Check lists Do not miss out important details in your transition.		Yes No	Yes No
Foundation Training Program™ II (specially designed for in-industry consultant) Get in-industry candidates ready to kick start your career in finexis within a week		Yes No	Yes No
I. FINEXIS FOCUS ON TRAINING & DEVELOPMENT Evidenced by the number of our Trademarked Training Modules
In-house Training Research and Development Team dedicated staff to research, development and create training and developmental modules for you.		Yes No	Yes No
Foundation Training Program – FTP™ 3-day induction program focused on getting new consultants kickstart their advisory career.		Yes No	Yes No
Breakfast Club - BFC™ We assist to build a strong foundation and double your income (as compared with your peers) within a year.		Yes No	Yes No
Monthly Company Training – MCT™ Solid monthly all around training and development of more than 50 hours a year!		Yes No	Yes No
finexis Pre-Management Orientation – FPMO™ Again unique to finexis, a 3-day program to assist managers-to-be prepare for a career in management.		Yes No	Yes No
ReferralCraft™ Just one of the many in-house advanced training modules available only to finexis consultants.		Yes No	Yes No
finexis Partners™ A revolutionary training and coaching program for a lifelong fulfilling career in financial advisory. We aim to reduce your workload by half, and focus on doubling your income every 3-5 years!		Yes No	Yes No
Optional Quarterly Training Conferences Solid 3-day external training conference to further the skill sets of finexis consultants.		Yes No	Yes No