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Our team will walk you through the platform, showcase key tools, and help you understand how PlexoWealth can streamline your workflow and elevate client experience.
Our demo will highlight exactly how PlexoWealth fits into your daily operations.
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A Single Platform to Power Your End-to-End Advisory Lifecycle
From first client touchpoint to ongoing portfolio management, PlexoWealth integrates all modules. Discover the complete stack built for modern wealth creators who demand clarity, control, and scalable growth.
Frictionless set up
Integrated Multi-Product Advisory Engine
PlexoWealth is your all-in-one full stack Operating System built for holistic, unlimited advisory. Manage everything under one unified platform.
Multi-asset coverage: MF, PMS, AIF, equity, FDs & bonds
Insurance module for structured product display
Integrated CRM for client tracking & workflows
Real-time AUM analytics & business insights
Goal planning, model portfolios & advisory tools
Unified, intuitive platform for end-to-end advisory operations
Digital Client Onboarding
Eliminate the paperwork. Our integrated Digital KYC module allows you to onboard clients in minutes, not days. 100% compliant with SEBI regulations.
Paperless Onboarding
Fully digital, instant onboarding with seamless eKYC in seconds.
100% compliant verification
SEBI-compliant, fast and hassle-free verification.
Family Log-in
Multiple-user login support for consolidated household portfolios.
Automated Data Flow
from KYC to investment with minimal errors.
Secure, API-Driven Architecture
ensuring data integrity and compliance
Plan and invest smarter with PlexoWealth's intelligent financial tools
From SIP, lumpsum, and STP calculators to goal-planning, scenario simulations, return forecasts, and automated SIP/insurance reminders, PlexoWealth equips you with data-driven insights to deliver sharper advice and better client outcomes.
The Advisor Command Center
Your central hub to monitor business performance, empower
teams, and drive data-led decisions
Business Intelligence Dashboard
Real-time AUM, sales, SIP, and client/RM metrics
HRMS Integration
For leave, documents, payroll, and policy management
Unified CRM Workflow
Unified CRM for tasks, follow-ups, and client communication
Automated Investment Plans
Share personalized investment plans instantly
WE OFFER
White Labelling and Branding
Your Own Website
Fully branded website with your logo, domain, and features
Custom Mobile App
Custom mobile app with your branding for a premium client experience
Branded Client Login
Branded client login for instant trust and recognition
Regular SIP and Insurance reminders
Automated SIP and insurance reminders in your brand style
Personalized Reports with logo and contact details
Deliver fund reports featuring your logo, contact details, and visual identity
Ready to Transform?
Discover how PlexoWealth can revolutionise your wealth management practice. Book a demo and start your growth journey today!
Ask Us Anything
FAQ's
Answers to frequently asked questions about our platform and services. Find the information you need here.
What problems does PlexoWealth solve for wealth managers and MFDs?
PlexoWealth solves the core operational challenges wealth managers and MFDs face—scattered tools, manual workflows, slow processes, and outdated systems that hurt productivity. By unifying planning, analytics, CRM, HRMS, MIS, reporting, and client engagement into one intelligent platform, PlexoWealth improves accuracy, eliminates human errors, and ensures consistent, reliable decision-making. The result is a smoother workflow, faster execution, and a far more scalable advisory practice.
How does PlexoWealth improve my daily advisory workflow?
PlexoWealth improves your daily advisory workflow by turning fragmented tasks into a single, uninterrupted flow. Instead of jumping between calculators, spreadsheets, CRMs, and messaging tools, everything works together—client data updates across modules instantly, insights surface automatically, and routine actions trigger without you lifting a finger. This means less chasing information, fewer interruptions, and more time spent on actual advisory work. PlexoWealth doesn’t just streamline tasks—it creates a smoother rhythm to your day, helping you stay organised, proactive, and consistently ahead of client needs.
Which specific tools are included in the PlexoWealth solutions suite?
The PlexoWealth solutions suite offers a fully integrated ecosystem designed to streamline advisory operations, enhance client experience, and empower data-driven decision-making. It includes a complete Digital Onboarding system with instant paperless eKYC, SEBI-compliant verification, automated data flow, and family-level account creation. Advisors gain access to a powerful Command Center combining CRM, MIS, BI dashboards, HRMS functions, role-based permissions, real-time business insights, and automated investment plan generation. PlexoWealth also provides extensive White-Labelling capabilities, enabling firms to launch a fully branded website, custom mobile app, client login, personalized reports, and branded SIP and insurance reminders. To support high-quality advisory delivery, the suite includes intelligent financial planning tools such as SIP, Lumpsum and STP calculators, goal-planning modules, scenario simulation, return forecasting, and automated reminders. Together, these tools create a seamless, end-to-end platform that elevates both operational efficiency and client engagement.
Can PlexoWealth integrate with my existing systems or platforms?
Yes. PlexoWealth is designed to integrate smoothly with your existing systems and platforms.
Can teams collaborate within PlexoWealth?
Yes. PlexoWealth is built for seamless team collaboration. Advisors, relationship managers, and back-office staff can work together in real time with shared access to client data, tasks, notes, and workflows. Role-based permissions ensure everyone sees exactly what they need, while collaborative tools—like activity logs, reminders, and centralised communication—keep the entire team aligned and efficient.
WealthTech Stack: Build, Scale, Lead Digitally.
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