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:
- Simplified fact find data collection
- Detailed and intuitive cashflow modelling
- Superior advice documents generated 50% faster
- Advanced workflows and automation
- Investment and insurance recommendations made easy
- Live access to portfolio data with our extensive range of data feeds
- Enhanced client engagement with Client Hub
See why advisers are switching!
