Discover how leading advice practices are delivering complex advice in minutes not weeks with Plutosoft. See how AI built into the best end-to-end advice software is changing the way Advisers work.
In this showcase 30-minute webinar you will see how Plutosoft delivers:
✅ A connected end-to-end advice process, from client data through to advice delivery
✅ Detailed and intuitive cashflow modelling
✅ Advanced workflows and automation
✅ Personalised advice content generated from your client data and context
✅ Live portfolio and product data
✅ Client Hub portal to streamline communication and tasks with your clients
✅ Built-in AI tools that streamline advice generation, from executive summaries and custom commentary to product and investment recommendations, file noting, and much more!
Register Below
Tuesday 20 October | 11 AM AEDT | 30-Minute Duration
