Plutosoft AI: Files Note Incoming
AI File Notes, Teams & Calendar Integration, and Next in the AI Suite Plutosoft AI File Notes launch on Thursday 5 November. Join us for the launch and get a first look at our new AI File Notes functionality, including our Teams and Calendar integration. We’ll also share how leading advice practices are putting Plutosoft […]
Plutosoft Showcase + AI
Discover how leading advice practices are delivering complex advice in minutes not weeks with Plutosoft. See how AI built into the best end-to-end advice software is changing the way Advisers work. In this 30-minute showcase you will see how Plutosoft delivers: ✅ A connected end-to-end advice process, from client data through to advice delivery ✅ […]
Plutosoft AI: Meet Advice Agent
Get Ready, Plutosoft AI Is Landing Plutosoft AI has launched, see how to get started and what’s on the roadmap! In this 45-minute webinar we’ll introduce the first wave of Plutosoft AI: Advice Agent. Meet Advice Agent AI built into the smartest advice engine. Plutosoft AI understands the advice being prepared and the client behind […]
NEW: Plutosoft Masterclass – Send It!
Session 1: Mastering Client Communications in Plutosoft Plutosoft has launched a new Masterclass Series to help practices work smarter and maximise the value they get from the platform. We kicked off the first session with everything you need to know about email, SMS and bulk emails in Plutosoft. Our CRM is the central hub for […]
Plutosoft’s New SOA Template
Looking to streamline your SOA process, reduce manual effort, and produce cleaner, more consistent advice documents? This session is for you. Join our 30‑minute session to find out what’s changed in our NEW SOA template – live now and built to streamline your advice documentation prep. Covered in this session: ⭐ Practical tips for enhanced SOA generation. […]
Plutosoft’s Next-Gen Product Research Tool
We kicked off 2026 with the launch of our new Product Research Tool. This enhanced solution provides smarter, more comprehensive product comparisons and market-leading capabilities. Join this 30-minute session with Justin Labruna, and experience our next-gen release, packed with powerful new enhancements, including: ⭐ Instant fee scenario comparisons across platforms. ⭐ Smart fee linking capabilities. […]
New Engage Business Pipeline + Surprise Reveal In-Store
As practices look for smarter ways to track revenue, measure performance, and streamline operations, Plutosoft has launched a powerful suite of analytics and new business pipeline tools. Join our 30-minute webinar led by Customer Success Manager Justin Labruna, for an exclusive walkthrough of what’s new, including our enhanced opportunities tracker and expanded revenue measurement capabilities. […]
From Setup to Success: Client Portal Rollout
A well-executed client portal can transform how you collaborate with clients. From securely sharing documents to conducting digital fact finds prior to meetings. As advice businesses continue to digitise their client experience, introducing a client portal can be a game-changer – but success depends on how you roll it out. In this 30-minute session, Plutosoft’s […]
The Future of Plutosoft: Roadmap Reveal
Where is Plutosoft headed next? We’ve got exciting new releases on the horizon, and you’re invited to be the first to see what’s coming. Join us as we pull back the curtain on our product roadmap and reveal how Plutosoft will help you work smarter, faster, and more effectively. You’ll also discover powerful existing features […]
Introducing Plutosoft’s New Outlook & SMS Features
We’re excited to announce the launch of powerful new integrations with Microsoft Outlook and ClickSend SMS. Join our 20-minute session for an exclusive walkthrough of these new capabilities and be the first to get started with the latest features. Also, find out how Plutosoft is becoming more deeply integrated into the Microsoft 365 ecosystem. In […]