Plutosoft is an end-to-end advice technology software. Designed to meet the specific requirements of financial planning practices. ISO 27001 certified.
Our comprehensive platform integrates the entire advice process, logically guiding users from fact-find to advice delivery. Its intuitive design builds the advice as you progress, launching practice efficiency and enabling advisers to produce advice documents in a fraction of the time.
Plutosoft streamlines operations and reduces administrative burdens, empowering advisers to focus on value-adding activities that strengthen client relationships.
Adviser Hub
Automate Advice Documents
Produce advice documents in minutes not days with ease and precision. Its intuitive design builds the advice as you progress. Easily customise reports to conform with your requirements.
Interactive Modelling
Conduct cash flow modelling in front of your clients with our smart, comprehensive and easy to use modelling tool. Create multiple scenarios for clients to compare strategies.
Workflow & Compliance
Easily build comprehensive workflows with notifications. Get an instant overview of every task and decision across your firm. The software automates and tracks compliance deadlines.
Research & Comparisons
Compare insurance products, superannuation funds and investment platforms right within the system. We partner with the most respected research companies in the industry.
Business Reporting
The Pulse is a business management tool which provides valuable insights on your practice from revenue data by adviser and channel, funds under management and profitability.
Sync with Client Hub
Client Hub is already integrated into our end-to-end system, enabling effortless data syncing, secure sharing of information and documents and increased automation functionality.
Client Hub
To complement Plutosoft’s core CRM Adviser Hub, we also offer our client facing portal – Client Hub; customisable to your practices branding, enabling advisers to securely engage with clients and effortlessly share documents and updates.
Overview of Financials
Provide your clients with an overview of their financial information including funds under management and advice. Information and updates sync from adviser hub.
Automate Advice Prep
Automate advice preparation for clients and prospects, by providing clients with a digital fact-find to complete prior to meetings and assign tasks.
Secure Document Vault
Send and receive sensitive documents via the secure document vault. Share clients’ financial projections and scenarios after meetings.
Licensee Hub
Plutosoft Licensee Hub is a central portal to manage your dealer group and compliance. We provide dealer group wide solutions that provide all the functionality included with Adviser Hub and Client Hub.
Compliance
Keep your finger on the pulse with compliance dashboards that help you stick to compliance deadlines.
Practice wide configuration
Update settings, return assumptions, risk profiles across practices in one convenient location.
Template Management
Easily update, maintain and clone templates across your practice group.
File audits
Conduct file audits from anywhere at any time.