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Plutosoft sits in the perfect sweet spot between being an established, mature, proven system and a nimble, adaptable solution!

Plutosoft has revolutionized our business! It is the total solution we had been looking for.

Plutosoft provides us with key functionality we require in our business, enabling the efficient production of SOA’s, ROA’s and all fee reporting requirements. The modelling engine does everything we need without being overcomplicated, but what we like most is the ability to customise workflows and document templates ourselves.

At last our industry now has a world class end to end software solution that really makes a difference to our business.

We wouldn’t have been able to grow our business at the rate we have without the process improvements that Plutosoft has been able to deliver.

Interactive modelling has been the real difference to our business – it is such a powerful exercise when done with our clients.

Plutosoft has provided an easy-to-use client engagement tool that allows us to have meaningful conversations with our clients.

Plutosoft sits in the perfect sweet spot between being an established, mature, proven system and a nimble, adaptable solution!

Plutosoft has provided us the ability to be innovative and streamlined and enabled us to build more capacity and service our clients better and more efficiently!

Plutosoft has streamlined our processes. Ongoing advice document preparation time is 30% quicker per client.