finexis advisory Awarded Best Financial Advisory Firm in Singapore

We are proud that finexis is recognized for our excellence in the financial advisory sector, solidifying our position as a top Singapore financial advisory firm. finexis' recent accolades underscore their commitment to innovation, independence, and client-centric financial planning.

This year, International Finance has awarded finexis advisory not one but two prestigious awards:

1. Most Innovative Homegrown Financial Advisory Firm – Singapore 2024
2. Best Financial Advisory Firm – Homegrown – Singapore 2024

Most Innovative Homegrown Financial Advisory Firm – Singapore 2024

These awards extend our success from 2023, reinforcing finexis advisory's standing as a leading Singapore financial advisory company. Since COVID-19, we witnessed how the leadership team rallied the firm to overcome challenge after challenge as Singaporeans grapple with lockdowns and working from home. finexis innovated aggressively, accelerated investments in digital transformation, and conducted numerous Zoom training sessions to increase digital adoption throughout the company.

At Orion Wealth Partners, we fully embraced this transformation. We ensured that our consultants were well-equipped to serve their clients and onboard new ones efficiently. We revamped our internal portal, Orion Access, ensuring that our consultants have real-time access to crucial information at their fingertips as we work asynchronously.

Best Financial Advisory Firm – Homegrown – Singapore 2024

As a leading financial advisory firm, finexis also made sure to increase ways we can engage our clients. The marketing team creates monthly engagement materials consultant can use social media. Numerous seminar and webinars covering topics that clients care about like CPF changes, CareShield Life, career progression, estate planning, lifestyle, and financial habits. We leveraged on these resources to engage and inform our clients regularly.

The key enabler of Finexis Advisory’s digital transformation is Merlin, our in-house CRM system. Merlin enhances the financial planning process, helping clients visualize their financial journey with greater clarity. It seamlessly integrates with finConnect, our client-facing mobile app, providing clients with real-time access to their financial portfolios and details.

finexis advisory ranked Top 100 Global Companies by MDRT

finexis is the only homegrown financial advisory firm in Singapore to earn a spot in the Top 100 Global ranking by MDRT. In Singapore, only 6 companies are in the Top 100:

1. AIA Singapore
2. Prudential Singapore
3. Great Eastern Life Singapore
4. Manulife Financial Advisers
5. finexis advisory
6. HSBC Life Singapore

This is a phenomenal achievement for a homegrown, independently-owned financial advisory firm, and we take immense pride in accomplishing this milestone together as a firm.

finexis advisory continues to be a preferred choice for top financial consultants and agency leaders looking for a dynamic and forward-thinking environment. At Orion Wealth Partners, we leverage finexis' strengths as we continue to pursue a client-centric, investment-focused advisory approach.

Join finexis advisory, Join Orion Wealth Partners

We welcome professionals seeking a career switch into an environment that values autonomy and growth. Discover how you can begin a rewarding career as an investment consultant with us.

We also invite Agency Leaders looking for stronger support and better opportunities for themselves and their consultants. Find out how partnering with Orion Wealth Partners can elevate your team’s success.