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The Operating System for Modern Wealth Distributors
Empower your firm with PlexoWealth, a unified, multi-asset wealth platform for seamless onboarding, reporting, and exceptional client experience. Book a demo today.
Our Stack
Value-Driven Tech Stack
Our platform offers multi-asset coverage, CRM workflows, reporting engine, alerts, digital onboarding, and MIS automation for wealth management.
CRM
Manage client interactions efficiently, enhancing relationships and driving business growth with our CRM.
Access Control
Role-based access (RBAC) ensures secure, compliant, and structured data visibility across all platform modules.
MIS
Automate management information systems, gaining insights and improving decision-making with our MIS automation.
The PLEXO Edge
Built on secure infrastructure and 20+ years of expertise, PlexoWealth unifies Mutual Funds, PMS, AIF, FDs, Insurance, and Equities into one scalable, white labeled platform that helps you focus on growth instead of operational complexity.
Client Onboarding & CRM
Centralized leads, follow-ups, and onboarding in one system.
Multi-Asset Management
Track all products: equity, debt, PMS/AIF, FDs, insurance, stocks all in one dashboard.
Alerts & Recommendations
Proactive alerts and intelligent nudges for timely actions.
Portfolio Review & Analytics
Unified, data-driven insights with no fragmented reports.
Unified Access & Data
One login, no fragmentation; all clients and portfolios in a clean, centralized system.
Transactions
Simplify and execute Mutual Fund purchases, redemptions, and switches with ease for smoother portfolio management.
Offerings
Our Models
From tech-led independence to a seamless plug-and-play model, our partnership paths empower advisors to scale the way they prefer.
Technology Partner
Stay independent with full ownership and scale using PlexoWealth's tech stack.
Associate Partner
Focus on client growth as we handle licensing, compliance, and operations with strong back-office support.
Our Services
Why PlexoWealth?
PlexoWealth offers flexible engagement models (full support to tech-only interface). Proven at scale with InvestOnline.in, our platform streamlines operations and boosts efficiency
Grow your practice without the technical headaches. Our fully white-labeled solution combines automated compliance, eKYC, and strict data privacy to create a secure, branded client experience.
Ask Us Anything
FAQ's
Answers to frequently asked questions about our platform and services. Find the information you need here.
What is PlexoWealth?
PlexoWealth is a WealthTech infrastructure platform designed to empower wealth management professionals with tools for advisory, reporting, and client experience, all in one place.
Who is PlexoWealth designed for?
PlexoWealth is designed for mutual fund distributors, independent financial advisors, and wealth management teams who want to streamline operations, deliver smarter investment guidance, and scale their practice with modern, data-driven tools.
How does PlexoWealth help advisors?
PlexoWealth helps advisors by centralising all key advisory functions—planning, analysis, reporting, and client engagement—into one intelligent platform. It eliminates manual work, reduces dependency on scattered tools, and enables faster, more accurate decision-making. With automation, real-time insights, and streamlined workflows, advisors can serve clients more efficiently and scale their business with confidence.
What tools are available in PlexoWealth?
PlexoWealth offers a comprehensive suite of tools, including SIP, Lumpsum & STP calculators, goal-planning modules, scenario simulation, return forecasting, client profiling, automated SIP and insurance reminders, portfolio insights, and smart reporting. The platform also includes robust HRMS and CRM capabilities, as well as detailed MIS features that give advisors complete visibility into performance, operations, and client activity. Together, these tools create a powerful, end-to-end ecosystem for modern advisory teams.
Ready to Transform Your Business?
Start your growth journey today with PlexoWealth. Book a demo and discover how our platform can revolutionise your wealth management.
WealthTech Stack: Build, Scale, Lead Digitally.
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