Obex: Make financial advice transparent, personal and actionable

Financial advice is complex and customers need clarity. Obex gives advisers one platform to build a clear view of a customer’s finances, simulate future scenarios and turn complex choices into practical next steps.

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A clear view of a customer’s finances, today and in the future

Obex brings customer data, calculations, scenarios and reporting together in one advisory environment. Pension savings, wealth, budget, tax, benefits and future income analysed together, so advisers can explain choices with confidence.

13 million +

Policies in production or implementation on Plexus

75+

complex legacy migrations delivered

100%

implementation track record

10+ years

average customer relationship

What Obex brings together

Holistic financial planning

Wealth, budget, pension and senior planning in one place, giving advisers a broad view of the customer’s financial position rather than a single product in isolation.

Scenario-based advice

Simulate taxation, social benefits, investment plans and pension payments, so a customer sees the impact of a choice before they make it.

Open and API-enabled

Integrate Obex with existing systems, third-party services and journeys built by your own teams.

Turn complex financial choices into clear advice

Customers do not want a spreadsheet. They want to understand what their choices mean.

Turn complex finances into clear advice

Bring financial data, pensions, assets, income and future plans into one advisory view, so advisers can give customers a clearer picture of where they stand.

Help customers understand their options

Charts, diagrams and reports that explain complex products, future scenarios and trade-offs in a way customers can act on.

Support more confident financial decisions

Simulate pension, tax, investment, benefit and income choices so customers can see the impact before they decide.

Make advisory services more efficient

One workflow for preparation, calculation, scenario modelling and reporting, reducing the time and cost of delivering advice.

Connect advice to the wider ecosystem

Integrate with existing systems and external services, including sources for tax status, pension savings and other customer data.

Where AI innovation gets built

AI inherits the quality of the data beneath it. Plexus produces governed member data, calculations and domain logic every day, in live operations.Keylane Automate is built to take full advantage of it.

Your teams design, run and govern AI agents and workflows that respond to life events, personalise member communications and speed up case handling with human oversight where the use case requires it.

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