Resources

Insights to make smarter moves

Choose from the resources below to discover valuable practice insights and take a deep dive into the Plutosoft solution.

At Plutosoft, we believe in a best practice approach to everything we do. That’s why we’re dedicated to delivering topical practice insights to help you stay compliant and achieve outstanding results, from blogs and monthly webinars to in-person events for the Plutosoft community. Check out our library of resources!

QAR: The Good, The Bad and The Ugly

Blogs

New Ongoing Fee Arrangement Rules
Breaking Down the New Ongoing Fee Arrangement Rules – What You Need to Do Now
Convert More Clients
Want To Convert More Clients? Do This Instead
Quality Of Advice Review
Quality Of Advice Review (Qar): 3 Things You Should Do Right Now
Cyber Safe For Financial Planning Firms
How To Be Cyber Safe For Financial Planning Firms
New Design and Distribution Obligations
New Design and Distribution Obligations (DDO) Have Arrived
Guide to Ongoing Fee Arrangements
Guide to Ongoing Fee Arrangements
How To Charge For Life Insurance Advice
How To Charge For Life Insurance Advice
Build A Profitable Financial Planning Firm
How To Build A Profitable Financial Planning Firm
How To Choose Financial Planning Software
How To Choose Financial Planning Software For Your Firm

Webinars

Plutosoft’s Next-Gen Product Research Tool

(30-Minutes)

New Engage Business Pipeline + Surprise Reveal In-Store

(30-Minutes)

From Setup to Success: Client Portal Rollout

(30-Minutes)

The Future of Plutosoft: Roadmap Reveal

(30-Minutes)

Introducing Plutosoft’s New Outlook & SMS Features

(20-Minutes)

A Future Without SOAs?

(30-Minutes)

What's New at Plutosoft
What’s New at Plutosoft?

(30-Minutes)

QAR: The Good, The Bad and The Ugly
Plutosoft Showcase

(20-Minutes)

New Ongoing Fee Arrangement Webinar
Explained: New Ongoing Fee Arrangement Rules

(30-minutes)

Defined Benefit Modelling
New: Defined Benefit Modelling

(5-minutes)

Next Evolution of Plutosoft
The Next Evolution of Plutosoft

(30-minutes)

QAR: The Good, The Bad and The Ugly
QAR: The Good, The Bad and The Ugly

(45-minutes)

Press Release

CFS and Plutosoft
Plutosoft Completes CFS Edge Data Feed
Generation Life and Plutosoft
Plutosoft And Generation Life Integrate Data Feed
Annature and Plutosoft
Plutosoft Integrates Electronic Signatures On Its Platform

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