Join us for a practical walkthrough of Plutosoft’s most exciting releases over the past year!
In just 30 minutes, we’ll walk you through some of the biggest and most popular releases of the past year, including:
✅ Digital Signing – Effortlessly sign documents via the Client Hub Portal
✅ Bulk Activities – Automate workflows, from newsletters to bulk ROAs
✅ Kanban Boards – Organize tasks visually for better efficiency
✅ Investment Recommendations – Master custom fees, asset allocation & in-specie transfers
