Plutosoft is different.
One system for the entire
advice process.
Where Efficiency Meets Advice
Advisers, say goodbye to outdated legacy systems and complicated tech stacks! Plutosoft’s end-to-end system comprises the full advice process from fact-find to advice delivery. Enhance client interactions, reduce administrative burdens and launch practice efficiency. ISO 27001 certified.
Why Advisers Are Switching
One single point of data entry
Say goodbye to duplicating data entry and reduce the risk of human error.
Onboard new clients 50% faster
Automated processes mean you can onboard new clients 50% faster than legacy systems
Produce advice in a fraction of the time
Plutosoft builds the advice as you progress through the system, enabling you to produce advice in a fraction of the time.
Customise templates & workflow processes
Effortlessly build, customise and manage your templates and workflow processes reducing the need for outsourcing.
See How Plutosoft Works for You
Please complete the form below and a member of our sales team will be in touch to arrange a convenient time for you to book a demonstration of Plutosoft.
Making the Switch: Xplan to Plutosoft
Read how a 28-member firm reduced their advice turnaround from 6 weeks to 1.5 days with Plutosoft.
Client Success Stories
Dean Van Zyl, Wealth Elements
“The only provider out there that does the MOST really well and offers one the ability to customise everything is Plutosoft.”
Sarah Nulty, Voyager Wealth Management
“We moved to Plutosoft in December 2024, yes it takes some time to customise it but it REALLY is worth it – you get out what you put in. It’s definitely better than the others we’ve tried (Xplan, Adviser Logic, Fin365, DASH).”
Sacha Burchgart, Burcheart
“You will not regret a move to Plutosoft. We have been using the platform since 2022 and it has been one of the best business decisions I have ever made.”
FAAA Adviser of the Year 2023
Mark Malone, Birling Private Wealth
“None better than Plutosoft. I have been using it for four years and before that I used Xplan. You will not regret the decision to use Plutosoft, it has transformed my practice.”
Mary Benton, Plan 4 Wealth
“Plutosoft has an efficient end to end process, from the client hub to the file compliance, that has streamlined our office enormously. Their Kanban view of our workflows, allows us to manage the whole office at a single glance. Plutosoft is the first app we switch on in the mornings and the last app we turn off at night.”
Craig Armstrong, Coral Coast Financial Services
“If you look at our productivity now with Plutosoft compared to Xplan, it’s chalk and cheese.”
One System. Three Powerful Modules
For advisers, Plutosoft provides a complete CRM and advice production platform which syncs directly with our leading front end client portal – powerful when used together. For dealer groups, Plutosoft provides a Licensee portal for dealer group management and oversight.
Adviser Hub
Practice management software to help you grow faster, manage clients better and produce advice documents quicker.
- Fast advice generation
- Interactive modelling
- Product research
- Workflow, practice management and CRM
Client Hub
Firm branded portal to help your clients see their financial projections in one place.
- Fact find & risk profile questionnaire
- Financial projections
- Live portfolio view
- Document vault, service requests & digital document signing
Licensee Hub
A central portal to help you manage your dealer group and compliance.
- Revenue integration
- Compliance tracking and reporting
- Practice wide configuration
- Template management and cloning
Plutosoft Tops CRM NPS Rankings for a Second Year
For the second year in a row, Plutosoft has achieved the highest NPS in the CRM category in the Adviser Ratings Landscape Report (across externally surveyed firms). And better yet, our score has soared to 43.4 this year!
We’re also proud to be recognised as one of the top 5 most-used advice software platforms in Australia.
A Powerful Eco-System. Platform Data Feeds
