Our Mission
To empower financial advisers to achieve world-class business performance through intuitive technology and best practice processes. We help advisers deliver exceptional client outcomes and grow their practice with clarity, efficiency, and confidence.
Our Story
Plutosoft was founded in 2014 by Lindsay Holland, a financial planner and software engineer (CFP), who wanted to create a tool that would make a real difference in her own practice. Drawing on her deep expertise in both financial planning and technology, Lindsay set out to develop a software solution that could support her practice’s unique needs and improve the efficiency of day-to-day operations.
After years of development and testing, Plutosoft was born. What began as a tool to enhance Lindsay’s own practice quickly proved to be a game-changer and a new stand-alone company and management team was formed to share it with the wider financial planning community. Today, Plutosoft is trusted by financial advisers across Australia, helping them transform their businesses and achieve greater success.
Delivering Results
At Plutosoft, we take pride in helping our clients achieve transformative results. Our commitment to exceptional support, seamless onboarding, and continuous innovation ensures that financial advice practices can thrive in a complicated regulatory environment. In 2024 alone, we introduced over 40 new features and enhancements, all driven by valuable customer feedback. Just like our product, our team is constantly growing—expanding by a third in 2024 as we continue to strengthen our presence across Australia.
Security and Compliance
As a part of our commitment to providing the highest level of service, Plutosoft is ISO 27001 certified, ensuring that our software meets rigorous security standards. We take data protection seriously and adhere to best practices to safeguard the sensitive information of both our clients and their clients.
Board Members
Lindsay Holland
Vincent Holland
Leanne Bogoev
