Plutosoft

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.

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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.

 



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