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 – […]
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 […]
New: Defined Benefit Modelling
The new ‘Rolls Royce’ functionality for schemes such as CSS, GESB Gold State and UniSuper (plus others) will enable you to: Watch a quick demo here!
The Next Evolution of Plutosoft
We’re thrilled to announce our exciting new integration with Annature, the integration enables the digital signing of documents through Plutosoft’s secure Premium Client Hub Portal. The new feature is an important cyber safeguard and drives practice efficiency. In addition, we also reveal our product roadmap and touch on key milestones. Don’t miss this opportunity to […]
QAR: The Good, The Bad and The Ugly
With an excellent lineup of panelists comprising legal and compliance professionals, you will gain key insights and discover what the coming changes mean for producing advice. With tranche 1 now before parliament, we take a practical angle – what you need to know and plan for right now. Plus, we tackle what’s happening on the […]