After embarking on a journey to become self-licenced, we needed to find a financial planning software solution that could incorporate the entire CRM, advice process, workflow and client hub functionality across our practice of financial planners and accountants.
The previous software we had adopted created many challenges including:
We came across Plutosoft in an article publication which referenced several new technology providers. After researching and trialing the various systems, we decided to adopt Plutosoft in March 2021.
The implementation of Plutosoft exceeded expectations. The team were very proactive throughout the onboarding process and the migration of data from our previous CRM was seamless.
Its clean, intuitive interface also makes it easy for a practice like ours to customise our own report templates and manage these ourselves without needing to outsource this function.
We have adopted Plutosoft as our all-in-one financial planning solution across our advice business. We now have an efficient, customisable system that can manage all our CRM, advice, workflow and client engagement requirements.
Plutosoft sits in the perfect sweet spot between being an established, mature, proven system and a nimble, adaptable solution!
Please complete the form below and one of our sales agents will give you a call to arrange a convenient time for you to book a demonstration of Plutosoft.
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