Plutosoft is a comprehensive financial planning software and practice management program. Recently launched to the market, Plutosoft brings together the entire advice process from data collection to on-boarding, from financial modelling to advice production, from portfolio reporting to ongoing review – through one application.
| End User | Planners |
| Advice Process Steps | Scoping of advice Goal identification Assessing finances SOA preparation Implementation Review |
| Benefits | Process efficiency Engagement Uplift Time saving Cost to serve reductions Compliance benefit |
| Cost per user per annum | Price varies depending on size of practice and number of users. |
| Time saving per client | More than three hours per client |
| Cost saving per client | Plutosoft significantly reduces the time and cost of servicing clients. |
| Integration | None |
| Website embedding | Yes |
| White labelled | Yes |
| System prerequisite | Plutosoft is cloud based and works beautifully on desktop or tablet using any one of the main web browers including Google Chrome, Mozilla Firefox, Microsoft Internet Explorer 11, Microsoft Edge and Apple Safari. |
| Single sign on | Not applicable |
| Data storage | Built using the latest Oracle technology, all client data is stored on an Oracle server in New South Wales using the latest in industry security and encryption. |
| Privacy standards | All standards required by law and strict internal protocols in relation to confidentiality. |
| Limits on use | No |
| Disaster recovery and business continuity plans | Yes |
| AFSL approval | We work closely with IFAs and many dealer groups. Contact us for more details. |