Introducing Advice Agent – The next evolution of Advicetech
By Vincent Holland | 4 minute read
Plutosoft is approaching a major milestone with the introduction of Plutosoft AI, launching in September.
The team has been investing heavily in bringing AI capabilities directly into the advice process and leveraging the information already captured within Plutosoft.
The First Wave: Advice Agent
The first wave of Plutosoft AI begins with Advice Agent.
Advice Agent is designed to leverage the advice data already captured within Plutosoft to assist advisers with producing high-quality advice content. Rather than starting with a blank prompt, it understands the advice being prepared and uses the client’s circumstances, modelling outcomes, recommended strategies and portfolio recommendations to generate highly contextualised content.
Initially, Advice Agent will assist advisers with:
✅ Executive summaries
✅ Custom commentary
✅ Recommendation explanations
The development team are finalising these initial features of Advice Agent which will be available in a matter of weeks.
Thereafter, clients will begin to notice more enhancements released throughout the advice production experience, making it easier than ever to leverage AI within their existing advice process.
Importantly, this is not generic AI.
It is AI embedded directly within the advice process, grounded in the data, calculations and recommendations already contained within the client record.
Why Plutosoft AI?
Plutosoft has always believed advisers shouldn’t have to choose between sophisticated advice capabilities and a modern user experience.
The end-to-end platform brings CRM, fact finding, modelling, strategy, portfolio construction, compliance and document generation together in one system, with a logical user experience. That foundation is what puts Plutosoft AI in a league of its own.
Unlike standalone AI tools, Plutosoft AI has access to all the client data captured within the advice process – giving it the context to generate more relevant, advice-specific content.
The AI works where the work already happens. No duplicate data entry. No copy and paste. No switching between advice, modelling, product comparison and compliance systems. Everything happens in one place.
Next in the Plutosoft AI Suite
Following the release of Advice Agent, Plutosoft will soon add the following to the Plutosoft AI suite:
⭐ AI-powered file notes and transcribing
⭐ Intelligent document drafting
⭐ Review preparation and meeting support
⭐ Enhanced recommendation generation
⭐ AI assistance embedded throughout the advice production process
⭐ Research and product comparisons
⭐ Interactive Client Hub features
⭐ Client insights and summaries
The vision is to create the industry’s first truly AI-native advice platform, where intelligence is embedded throughout the software and assists advisers at every stage of the advice process.
Built for the Future
Plutosoft has also invested heavily in the underlying AI infrastructure. Rather than building around a single model provider, Plutosoft AI will leverage the best-in-class models, including from OpenAI, Anthropic and others, ensuring clients continue to benefit from the latest advancements in AI capability.
Getting Started
To help practices get started, every Plutosoft site will receive an allocation of complimentary AI credits when Advice Agent is released. This will allow advisers to explore the new capabilities, generate advice content and experience the benefits of Plutosoft AI within their existing workflow.
Further details regarding AI credits and usage will be provided as part of the release. Importantly, the use of Plutosoft AI will be entirely optional.
Security, Privacy & Data Sovereignty
As Plutosoft AI is introduced security and privacy remain critical priorities.
Plutosoft AI is hosted within Australian infrastructure, while maintaining the high security and compliance standards clients expect from Plutosoft.
To help prepare for these upcoming capabilities, the Plutosoft AI Policy has been published, which outlines how AI will be used within Plutosoft and the principles that guide our approach. We encourage clients to review it ahead of the first release. You can read it here: Plutosoft AI Policy
Plutosoft are incredibly excited about what lies ahead. The first wave of AI Agent, will be available in just a few weeks. More details will follow soon, so keep an eye on the Pluto communications.
