AI File Notes, Teams & Calendar Integration, and Next in the AI Suite
Plutosoft AI File Notes launch on Thursday 5 November.
Join us for the launch and get a first look at our new AI File Notes functionality, including our Teams and Calendar integration.
We’ll also share how leading advice practices are putting Plutosoft AI to work, what early uptake is telling us, and what’s around the corner. With AI File Notes launching and more AI capabilities on the horizon, don’t get left behind. Find out what’s here, what’s next, and how to make the most of it.
In this 30-minute practical session, we’ll cover:
⭐ Meet AI File Notes
See the power of Plutosoft AI File Notes, learn how to get set up, and start using them straight away.
⭐ Connected to Your Calendar
Explore our Teams and Calendar integration and how it fits into your workflow.
⭐ Mobile App
Discover how to use the Plutosoft app to upload file notes.
⭐ Plutosoft AI Suite The Big Picture
AI in advice is moving quickly, and Plutosoft is right there with it, rolling out AI capabilities across the advice process now.
⭐ Who’s Using Plutosoft AI, and How?
Get the latest insights into practice adoption, how advisers are embracing Plutosoft AI and discover how to make the most of it in your own practice.
⭐ FAQ Answered!
We’ll wrap up with an AI FAQ covering the questions everyone wants answered!
Register Below
Thursday 5 November | 11 am AEDT | 30-Minute Duration
