Built for practices
who aspire to be
the best
Plutosoft is a comprehensive cloud-based financial planning software and practice management program. Created in a financial planning practice, from the ground up, Plutosoft solves the problems that practices face on a daily basis.
For Practices
Plutosoft provides the following features across Adviser Hub and Client Hub.
Interactive modelling
You can conduct live modelling directly in front of clients with this smart and easy modelling tool. Thereafter, you can compare the outcome of different strategies with graphical simulations.
Automate advice documents
You can produce even the most complicated Statement of Advice documents with robo-like ease and precision, which means advice documents are completed in minutes, not days.
Portfolio reporting
View manage and track your clients’ portfolios in one place. Produce a customised portfolio report at the click of a button..
Client portal
Let your clients’ login to their own portal, update their information and book appointments online.
Compliance
Have your finger on the pulse and never ever miss a compliance deadline with automated alerts.
Task and workflow management
You can get an instant overview of every task and
decision made across your office.
For Licensees
Plutosoft provides the following features on Licensee Hub.
File audits
Conduct file audits from anywhere at any time.
Template management
Easily update, maintain and clone templates across your practice group.
Practice wide configuration
Update settings, return assumptions, risk profiles across practices in one convenient location.
Compliance
You can have your finger on the pulse with automated alerts that help you stick to compliance deadlines.