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Why Plutosoft

I had been looking for a total end-to-end solution. Plutosoft is a real disruptor in the fintech space. It has far exceeded my expectations.

- Mark Malone
Founder/Director, Birling Private Wealth

Plutosoft is the game changer the Financial Planning industry has been crying out for.

- John Holland
Principal, Fortyseven Financial Planning (Perth)

Plutosoft has been a revelation for our firm.  A great CRM, plus fast advice generation.  A true end-to-end solution with real depth.

- Nicholas Bollaert
Principal, Never Wonder Financial Planning (Brisbane)

Plutosoft has revolutionised our business! It is the total solution we had been looking for.

- Ashley Montesin
Financial Planner, Regional Financial Solutions

Plutosoft provides us with the key functionality we require in our business…without being over complicated.

- Brett Waters
Director, Kingston Private Wealth (Melbourne)

…innovative and streamlined and enabled us to build more capacity and service our clients better…

- Jacky Chalmers
Operations Manager, Chalmers Private Wealth (Shepparton)

“Plutosoft sits in the perfect sweet spot between being an established, mature, proven system and a nimble adaptable solution.”

-Hamish Landreth
Prosperity Advisers (Brisbane)
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One system.
Three powerful modules.

Plutosoft offers three powerful modules. For financial planners, Plutosoft provides a complete CRM and advice production platform (Adviser Hub) and a leading front end engagement portal (Client Hub). They’re powerful when used together.

For dealer groups, Plutosoft provides a Licensee portal for dealer group management and oversight (Licensee Hub).

Adviser Hub

Practice management software to help you grow faster, manage clients better and produce advice documents faster.

Popular features

Fast advice generation
Interactive modelling
Product research
Work-flow, practice management and CRM
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Client Hub

Firm branded portal to help your clients see their financial world in one place.

Popular features

Online Fact Find and Risk Profile Questionnaire
Financial world
Live portfolio view
Document vault, service requests and so much more!
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Licensee Hub

A central portal to help you manage your dealer group and compliance.

Popular features

Revenue integration
Compliance tracking and reporting
Practice wide configuration
Template management and cloning
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A powerful eco-system.

Extensive platform data feeds.

Ready to take your
practice to the next level

More time with clients, growing your practice and thinking strategically - and less time on compliance and administration.

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