Introducing Smarter Product Research in Plutosoft
By Vincent Holland | 3 minute read
At Plutosoft, we focus on helping advisers deliver better advice by making it faster, clearer, and reducing the overall admin burden. That’s why we’re excited to introduce our new Product Research Tool, now integrated with ChantWest.
This latest release gives advisers a smarter way to compare platforms and portfolio scenarios directly within the client record. With deeper research data, flexible portfolio modelling, and cleaner documentation, product research is now fully embedded into your advice workflow – from comparison through to SOA generation.
Best of all, product research outputs populate seamlessly into your SOA documents and complement Plutosoft’s end‑to‑end advice offering, including our flagship strategy modelling.
Smarter Comparisons, Built Around Your Client
The new Product Research Tool is designed to reflect how advisers actually work.
You can now create and save multiple alternative portfolio scenarios for a client, then compare them side‑by‑side to generate a clear, comprehensive product comparison report. These reports can be printed, saved directly to client file notes, and populated into your SOA. Supporting both advice quality and audit efficiency.
Advisers can quickly:
- Compare fees across platforms instantly
- Aggregate family fees across linked client records
- Reuse and adapt portfolio scenarios to model alternatives faster
- Produce clean, auditable comparison reports in just a few clicks
The result is a faster, more intuitive research process that supports better client conversations and stronger documentation.
Powered by ChantWest
To further strengthen product comparisons, Plutosoft has integrated with ChantWest, one of Australia’s most respected research houses.
This integration powers the product features data used in your comparisons, giving you access to richer, trusted information backed by deep industry expertise.
Advisers can now customise and prioritise which features matter most to their advice process – helping ensure product comparisons remain relevant, focused, and client‑centric.
Greater Control Over Asset Allocation Reporting
Alongside the Product Research Tool, we’ve also introduced several asset allocation enhancements.
Infrastructure is now available as a standalone asset class, improving transparency and alignment with modern portfolio construction. Practices can also customise asset class groupings at a practice level, making it easier to present portfolios in a way that matches your advice philosophy and reporting preferences.
These enhancements give advisers greater control and deliver clearer, more consistent reporting across client outputs.
Built for Better Advice
Together, these updates are designed to help advisers research faster, compare smarter, and document with confidence – without adding complexity.
If you’re an existing Plutosoft user, head to our Wiki to explore training articles and videos.
If you’re new to Plutosoft, now’s the perfect time to see what’s possible.
