Plutosoft is different.
One system for the entire
advice process.
Make the switch to the future of financial planning
Advisers, say goodbye to outdated legacy systems and complicated tech stacks! Plutosoft’s end-to-end system comprises the full advice process from fact-find to advice delivery. Enhance client interactions, reduce administrative burdens and launch practice efficiency. ISO 27001 certified.
Why Advisers Are Switching
One single point of data entry
Say goodbye to duplicating data entry and reduce the risk of human error
Onboard new clients 50% faster
Automated processes mean you can onboard new clients 50% faster than legacy systems
Produce advice in a fraction of the time
Plutosoft builds the advice as you progress through the system, enabling you to produce advice in a fraction of the time
Customise templates & workflow processes
Effortlessly build, customise and manage your templates and workflow processes reducing the need for outsourcing
Our advice generation process is three times faster using Plutosoft.
I had been looking for a total end-to-end solution. Plutosoft is a real disruptor in the fintech space. It has far exceeded my expectations!
Plutosoft has streamlined our processes. Ongoing advice document preparation time is 30% quicker per client.
Plutosoft has provided us the ability to be innovative and streamlined and enabled us to build more capacity and service our clients better and more efficiently!
Plutosoft sits in the perfect sweet spot between being an established, mature, proven system and a nimble, adaptable solution!
Plutosoft has provided an easy-to-use client engagement tool that allows us to have meaningful conversations with our clients.
One System. Three Powerful Modules
For advisers, Plutosoft provides a complete CRM and advice production platform which syncs directly with our leading front end client portal – powerful when used together. For dealer groups, Plutosoft provides a Licensee portal for dealer group management and oversight.
Adviser Hub
Practice management software to help you grow faster, manage clients better and produce advice documents quicker.
- Fast advice generation
- Interactive modelling
- Product research
- Workflow, practice management and CRM
Client Hub
Firm branded portal to help your clients see their financial projections in one place.
- Fact find & risk profile questionnaire
- Financial projections
- Live portfolio view
- Document vault, service requests & digital document signing
Licensee Hub
A central portal to help you manage your dealer group and compliance.
- Revenue integration
- Compliance tracking and reporting
- Practice wide configuration
- Template management and cloning
A Powerful Eco-System. Platform Data Feeds
Client Success Stories
