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 […]
A Future Without SOAs?
The Delivering Better Financial Outcomes (DBFO) Tranche 2 exposure draft has been released, signaling significant changes to financial advice documentation. Join Plutosoft’s Vincent Holland and financial services lawyer Shelly Radford for an in-depth discussion on what the proposed reforms could mean for financial advice practices. We’ll break down the key changes, share practical insights, and […]
What’s New at Plutosoft?
Join us for a practical walkthrough of Plutosoft’s most exciting releases over the past year! In just 30 minutes, we’ll walk you through some of the biggest and most popular releases of the past year, including: ✅ Digital Signing – Effortlessly sign documents via the Client Hub Portal✅ Bulk Activities – Automate workflows, from newsletters to bulk ROAs✅ Kanban Boards – […]
Plutosoft Showcase
Watch Plutosoft in action and discover why advisers are making the switch. See how we streamline the entire advice process! In this showcase webinar you will see how Plutosoft delivers: See why advisers are switching!
Explained: New Ongoing Fee Arrangement Rules
Explore the key changes and challenges this new legislation brings and discover the tools we are introducing to help advisers navigate these new rules. This webinar discusses the new ongoing fee arrangement (OFA) rules that came into effect on January 10, 2025. We cover the key changes, including the removal of the Fee Disclosure Statement […]