Finex & Co specializes in will writing and legacy advisory services. The company is a leading provider of the advanced i-Smart will and funding calculation system, tailored for estate planners. Its core business includes a sophisticated digital platform that simplifies the creation of wills and precisely calculates estate planning needs. In addition, Finex & Co offers comprehensive training programs and ongoing support from its expert legal team, ensuring estate planners have the knowledge and tools required to deliver exceptional legacy advisory services.

The company’s i-Smart will platform integrates cutting-edge technology for efficient will drafting and accurate funding calculations, streamlining the estate planning process for professionals. Finex & Co has been honoured with the ‘Brand of the Year Award’ for revolutionizing estate planning with its technological solutions and the ‘Asia Honesty Enterprise Award’, reflecting its commitment to excellence and integrity. Finex & Co has achieved a significant milestone by selling 1,065 will packages online in a single day, demonstrating widespread adoption and the effectiveness of its digital solutions.

The company’s extensive training programs equip estate planners with the skills and knowledge to leverage its technology effectively, supported by its experienced legal team. Finex & Co is focusing on expanding its network to include financial sector professionals, such as financial advisors, insurance advisors and bankers. These partnerships will integrate the company’s solutions into their services and extend its reach. It also plans to expand its market presence by entering new geographic regions and sectors, leveraging partnerships with financial and legal institutions to reach a broader audience. Additionally, Finex & Co hopes to form alliances with key financial institutions and industry professionals to broaden its market presence and leverage their networks for growth.

In the short term, Finex & Co plans to grow its network to 500 estate planners within the next two years, focusing on integrating with financial sector professionals to drive this growth. In the long term, Finex & Co hopes to position itself as a leader in Southeast Asia in estate planning technology and training, establishing a strong presence in the SEA market within the next five years.

Finex & Co exemplifies innovation and excellence in estate planning and legacy advisory. Its pioneering i-Smart will platform has transformed how wills and estate plans are created, making the process more accessible, secure and efficient. The company’s exceptional track record of successful transactions, client-centric approach, and commitment to leveraging technology for better financial outcomes sets it apart. We have demonstrated consistent growth, adaptability, and a forward-thinking strategy that aligns with the criteria of the Golden Bull Award.