Our Partners

Partnerships for smarter advice technology

Plutosoft integrates with leading investment platforms and business management systems.

Plutosoft has built an impressive range of integrations with many of the major investment platforms in the industry. We partner with only the most reputable and respected research companies. We also work with many business management systems, enabling practices to efficiently conduct their day-to-day business through our platform.

Platform Data Feeds

Asgard

AUSIEX

Bell Direct

BT

Colonial First State

DASH

Generation Life

HUB 24

Insignia Financial

Macquarie

MLC

Netwealth

North

Praemium

Mason Stevens

Sentinel

Integration Partners

Omnium

Oracle

Annature

Morningstar

Revex

Yodlee

Office 365

Click Send

Dealer Groups

Count

Lifespan Financial Planning

Synchron

Wealth Today

PGW Financial Services

Sentry

Dealer to Dealer Services

Civitas

IOOF Alliance

Lifespan

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