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Advisers, say goodbye to outdated legacy systems and complicated tech stacks!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
Mary Benton, Plan 4 Wealth
“Plutosoft has an efficient end to end process, from the client hub to the file compliance, that has streamlined our office enormously. Their Kanban view of our workflows is magical, allowing us to manage the whole office at a single glance. Plutosoft is the first app we switch on in the mornings and the last app we turn off at night.”
Mark Malone, Birling Private Wealth
“None better than Plutosoft. I have been using it for four years and before that I used Xplan. You will not regret the decision to use Plutosoft, it has transformed my practice.”
Sacha Burchgart, Burcheart
“You will not regret a move to Plutosoft. We have been using the platform for over a year now and it has been one of the best business decisions I have ever made.”
FAAA Adviser of the Year 2023
Sarah Nulty, Voyager Wealth Management
“We moved to Plutosoft in December, yes it takes some time to customise it but it REALLY is worth it – you get out what you put in. They do offer to do a lot of customising for you if you’re happy to pay and get it exactly how you want it i.e. workflows, document templates etc. Is def better than the others we’ve tried (Xplan, Adviser Logic, FinPal 365, DASH).”
Dean Van Zyl, Wealth Elements
“The only provider out there that does the MOST really well and offers one the ability to customise everything is Plutosoft.”
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
Plutosoft Tops CRM NPS Rankings for a Second Year
For the second year in a row, Plutosoft has achieved the highest NPS in the CRM category in the Adviser Ratings Landscape Report (across externally surveyed firms). And better yet, our score has soared to 43.4 this year!
We’re also proud to be recognised as one of the top 5 most-used advice software platforms in Australia.
A Powerful Eco-System. Platform Data Feeds
Client Success Stories
Plutosoft sits in the perfect sweet spot between being an established, mature, proven system and a nimble, adaptable solution!
Plutosoft has revolutionized our business! It is the total solution we had been looking for.
Plutosoft provides us with key functionality we require in our business, enabling the efficient production of SOA’s, ROA’s and all fee reporting requirements. The modelling engine does everything we need without being overcomplicated, but what we like most is the ability to customise workflows and document templates ourselves.
At last our industry now has a world class end to end software solution that really makes a difference to our business.
We wouldn’t have been able to grow our business at the rate we have without the process improvements that Plutosoft has been able to deliver.
Interactive modelling has been the real difference to our business – it is such a powerful exercise when done with our clients.