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Plutosoft

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.

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Articles & Research

30 October 2024

Tech stack v tech crack – when Plug and Play loses power

With so many plug-and-play tools available, many advisers find themselves piecing together solutions that don’t quite…

Vincent Holland
Co-founder at Plutosoft

3 August 2023

How to scale (not just grow) a Financial Planning Practice 

Imagine your practice a few years from now. Your practice runs efficiently, and your advice documents are prepared in minutes, not days. Those painful…

Vincent Holland
Co-founder at Plutosoft

27 August 2022

How to Build a Winning Review Process

Have you ever asked yourself what success means for your financial planning firm? Is it achieving outstanding financial performance, building a great network…

Vincent Holland
Co-founder at Plutosoft

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