Plutosoft AI – Q&A
Plutosoft AI: Your Questions Answered Following our recent launch webinar on Plutosoft AI, we’ve pulled together the key questions raised during the session into one handy Q&A. Here is what customers want to know about Plutosoft AI: QUESTIONS ANSWERS Can Plutosoft add a function to preview a document in a clients file rather than downloading […]
The Biggest Risk Isn’t AI. It’s Your Technology Stack.
The Biggest Risk Isn’t AI In Financial Advice. It’s Your Tech Stack. By Vincent Holland | 2 minute read Imagine an adviser finishing a client meeting and saying: “Model these five strategies. Stress-test the alternatives. Test capital adequacy. Compare these three products. Build the lifetime cash-flow model and generate the SOA.” An AI agent takes […]
AI in Financial Advice Is Built-In. Not Bolted On.
The Future of AI in Financial Advice Is Built-In. Not Bolted On. By Vincent Holland | 2 minute read Artificial intelligence has quickly become one of the most talked-about technologies in financial advice. Advisers are already using AI to summarise meetings, write file notes, draft emails and prepare documents. These are valuable productivity gains. But […]
Plutosoft AI Suite
Introducing Advice Agent – The next evolution of Advicetech By Vincent Holland | 4 minute read Plutosoft is approaching a major milestone with the introduction of Plutosoft AI, launching in September. The team has been investing heavily in bringing AI capabilities directly into the advice process and leveraging the information already captured within Plutosoft. The […]
Introducing Plutosoft’s New SOA Template
A smarter approach to advice generation By Brooke Kelly | 5 minute read The new Plutosoft default Statement of Advice (SOA) template is now live, and it’s designed to make advice generation more efficient, and easier to tailor to each client. In our recent webinar, Plutosoft Co‑Founder Vincent Holland walked advisers through what’s changed, why […]
Product Research Reimagined
Introducing Smarter Product Research in Plutosoft By Vincent Holland | 3 minute read At Plutosoft, we focus on helping advisers deliver better advice by making it faster, clearer, and reducing the overall admin burden. That’s why we’re excited to introduce our new Product Research Tool, now integrated with Chant West. This latest release gives advisers […]
Breaking Down the New Ongoing Fee Arrangement Rules – What You Need to Do Now
Breaking Down the New Ongoing Fee Arrangement Rules – What You Need to Do Now By Vincent Holland and financial services lawyer Shelly Radford (3 Lines Consulting) From 10 January 2025, new requirements relating to ongoing fee arrangements (OFAs) and product consents will apply. While the goal of this legislation is to streamline these processes, […]
Want To Convert More Clients? Do This Instead
The late Steve Jobs gave some excellent advice when he said: “Start with the customer experience and work backwards…” If you’re aiming to build a highly profitable practice with delighted clients who refer more clients, it all begins with putting yourself in their shoes and shaping your processes accordingly. At our recent webinar, titled “How […]
Quality Of Advice Review (Qar): 3 Things You Should Do Right Now
Quality of Advice Review (QAR): 3 things you should do right They say there are two certainties in life: death and taxes. Well, I would add, there is a third: the certainty that financial advice regulation will always change. As a software provider to financial advice practices, we see this firsthand. In recent times, we’ve […]
How To Be Cyber Safe For Financial Planning Firms
How to be cyber safe in 5 easy steps The recent RI Advice Group case is a timely reminder of the importance of taking cyber security seriously. You can read a full version of the judgment here. But here is a condensed summary. The facts ASIC took action against RI Advice – a dealer group – […]