Plutosoft AI

INTRODUCING PLUTOSOFT AI

The smartest advice engine just got smarter with AI

AI built-into the best end-to-end advice software is changing the way advisers work.

End-to-end
advice software

AI built-in,
not bolted on

Lightning fast
complex advice

Expanding
AI Suite

Live Webinar

Plutosoft Showcase: End-to-End + 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 showcase webinar you will see how Plutosoft delivers:

A connected end-to-end advice process, from client data through to advice delivery
Detailed and intuitive cashflow modelling
Advanced workflows and automation
Personalised advice content generated from your client data and context
Live portfolio and product data
Client Hub portal to streamline communication and tasks with your clients
Built-in AI tools that streamline advice generation, from executive summaries and custom commentary to product and investment recommendations, file noting, and much more!

SMART TOOLS. ONE CONNECTED ADVICE ECOSYSTEM.

Meet the first release in our AI Suite:
Advice Agent

THE RIGHT CONTEXT.

AI Advice Agent

The Agent works from the client information and advice already built in Plutosoft.

Write less. Advise more.

THE RIGHT THINKING.

Built For Financial Advice

Specialised AI agents develop the reasoning and commentary around your recommendations.

Create personalised advice narratives from the work already completed.

THE RIGHT WORDS.

Automated Document Generation

Turn that thinking into clear, personalised advice your clients can understand.

Designed to explain strategies, recommendations and client outcomes.

Complex advice in minutes, not weeks

Australia’s favourite end-to-end financial planning software supercharged by AI.

capture

Conversations and client info

analyse

Data and objectives

research

Products and strategies

advise

Recommendations and planning

document

Reports and implementation

ADVICE STARTS LONG BEFORE THE DOCUMENT. YOUR AI SHOULD TOO.

Plutosoft AI is built-in, not bolted on.

Leading advice practices are using Plutosoft AI to streamline complex advice, reduce manual work and increase profitability.

Standalone AI Tools

Context gets lost
AI only knows what you provide, so important client and advice context can be missing.
More manual work
Information needs to be copied and pasted between systems before the output is brought back into the workflow.
Disconnected from workflow
Another application means another login, another process and another tool for the team to manage.
Cyber Risk
Sensitive data is transferred between systems and AI tools, creating additional privacy, security and governance considerations.
Higher risk of error
Manually transferring information between systems creates more opportunities for data to be entered incorrectly, missed or duplicated.

Context built in
Plutosoft AI uses the client data, goals, strategies and advice context already captured in Plutosoft.
No copy. No paste
AI works with information already available in Plutosoft, reducing manual data handling and duplication, making advice creation super efficient.
Built into workflow
AI works seamlessly within one end-to-end system designed for the advice process.
Enterprise privacy & security
AI is integrated within Plutosoft’s robust existing security and governance framework, based in Australia.
No data transfer
Plutosoft AI works directly with the information already captured in Plutosoft, without the need to re-enter data between systems.

THIS IS JUST THE BEGINNING

The Plutosoft AI Suite is here.

More intelligent capabilities are on the way.

Available Now