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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.
Getting started is simple—just reach out to us, and we’ll schedule a convenient time.
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Our Offerings
Partnership Models: Choose How You Want to Grow
Technology Partner Program
Associate Partner Program
PlexoWealth powers financial advisors with flexible technology and operational support, helping them scale faster while staying focused on clients. Our dual partnership models capture the full spectrum of the advisory market.
Technology Partner Program
Ideal for: Established MFDs/RIAs with internal teams for operations, compliance, and client servicing.
What it offers: A pure technology model that puts the PlexoWealth platform at the heart of your business while you retain full control of all operational and regulatory responsibilities.
Full MIS, CRM, and analytics capabilities
White-labelled Website & Mobile App
You manage your own ARN/RIA compliance
Complete control over client servicing and operations
Associate Partner Program
Ideal for: Distributors who want to prioritise sales and client relationships while outsourcing operational and compliance tasks.
What it offers: A hybrid model where PlexoWealth becomes your support engine - handling
backend, compliance, and execution so you can scale without overhead.
Direct appointment as a
Sub-Broker
Full access to the PlexoWealth technology suite
Backend Support - Compliance, operations, and transaction processing
Marketing support to help accelerate growth
Ability to focus solely on sales and client acquisition
WealthTech Stack: Build, Scale, Lead Digitally.
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