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!

Blogs

Breaking Down the New Ongoing Fee Arrangement Rules – What You Need to Do Now

Want To Convert More Clients? Do This Instead

Quality Of Advice Review (Qar): 3 Things You Should Do Right Now

How To Be Cyber Safe For Financial Planning Firms

New Design and Distribution Obligations (DDO) Have Arrived

Guide to Ongoing Fee Arrangements

How To Charge For Life Insurance Advice

How To Build A Profitable Financial Planning Firm

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?

(30-Minutes)

Plutosoft Showcase

(20-Minutes)

Explained: New Ongoing Fee Arrangement Rules

(30-minutes)

New: Defined Benefit Modelling

(5-minutes)

The Next Evolution of Plutosoft

(30-minutes)

QAR: The Good, The Bad and The Ugly

(45-minutes)

Press Release

Plutosoft Completes CFS Edge Data Feed

Plutosoft And Generation Life Integrate Data Feed

Plutosoft Integrates Electronic Signatures On Its Platform