Our previous software, which we had used for many years, became very modularised. The modules didn’t integrate well resulting in excessive data entry. It had a clunky and complicated interface and offered limited client interaction. Building SOAs and client reports were difficult and inefficient.
We decided to adopt an alternative system and chose Plutosoft. We were drawn to its modern architecture and intuitive user experience. Initially, we ran it alongside our previous software while working to obtain our own AFSL.
Shortly after using Plutosoft, it was an easy decision to shift completely and use Plutosoft as our one source of truth. It replaced our legacy software and helped us gain greater efficiency on advice production and more control over compliance.
Plutosoft has introduced innovation into our business that has changed the way our advisers are presenting their advice. Its graphical interface and simplistic nature allow for interactive modelling which provides our clients with a lot more understanding and confidence about our advice.
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!
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