See how you can scale your advice practice 📈 Selecting the right technology is crucial for achieving greater profit margins without hitting a capacity wall ✅ Find out more! #financialplanning #advicetechnology #financetechnology #financialadvice
Plutosoft Financial Planning Software
Financial Services
Perth, WA 518 followers
Helping financial advisers reach new heights.
About us
Plutosoft was created by financial planners for financial planners. In 2014, Financial Planner Lindsay Holland set out on a mission to develop a customised software program that would revolutionise her practice. The results were so successful a new company was established and today, our Plutosoft team deliver the world-class technology solution for other leading practices in Australia. Plutosoft is different. Our financial planning software brings together the entire advice process into one system and helps firms achieve transformative results. Plutosoft offers three powerful modules. For financial planners, Plutosoft provides a complete CRM and advice production platform – the Adviser Hub, and a leading front end client portal – the Client Hub. They’re powerful when used together. For dealer groups, Plutosoft provides a Licensee portal for dealer group management and oversight – the Licensee Hub.
- Website
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www.plutosoft.com.au
External link for Plutosoft Financial Planning Software
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Perth, WA
- Type
- Privately Held
- Specialties
- Financial Planning, Finance Technology, and Financial Planning Software
Locations
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Primary
Get directions
Perth, WA, AU
Employees at Plutosoft Financial Planning Software
Updates
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A huge congratulations to our fantastic customer, Angus Taylor, on being awarded Best Young Adviser of the Year - an incredible accomplishment 🏆 We are delighted to see our customers reaching new heights 💫
Lifespan Financial Planning was announced last week as winner of the Best Independent Dealer Group of the Year at the inaugural Australian Wealth Management Awards. Lifespan adviser, Angus Taylor of Sheffield Financial Services was recognised as the Best Young Adviser of the Year. As Lifespan CEO Eugene Ardino said, “Congratulations to all of the team at Lifespan as this is very much a team award which we could not achieve without the hard work, dedication and passion that each and every one of you show day in, day out!” And from founder, John Ardino, “It is truly a testament to the whole team. Each adviser and client responds to aspects of the whole business. Thanks all for working so well together to serve our community.” These awards champion the achievements of the best and brightest in the nation’s wealth management industry. The entire industry gained national recognition for excellence at the premier awards night, from executives to rising stars, as well as asset and fund managers, super funds, insurance firms, innovative technology firms, dealer groups, custodians, ETF providers and financial advisers. #financialplanners
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👂 Listen to Sacha Burchgart speaking on efficiencies and operational improvements within her practice Burcheart 🚀 Another great podcast by Jordan Vaka and Nathan Fradley FChFP!
This latest episode has Nathan and Jordan talking with the inaugural FAAA Adviser of the Year - Sacha Burchgart. Link in the comment section to catch the full episode.
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Absolute pleasure to host our latest webinar ‘#QAR: The good, the bad and the ugly’ 🎙 with Shelly Radford, Director of 3Lines Consulting, and Stewart Chandler, Founder of AFSL Compliance. Watch a replay here: https://lnkd.in/ggxxqjKv #financialplanning #financeadvice #financialadvice #financeinnovation
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Prosperity Advisers Group required a solution that could incorporate the entire CRM, advice process and workflow functionality across their practice of financial planners and accountants. See why they landed on Plutosoft: https://lnkd.in/gRZFQH26 ☄ 👂 Hear from our customers: https://lnkd.in/g2xj2-NJ #customersuccess #financialplanning #financialadvice #financeinnovation
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Vincent Holland shares key pointers on how to build a highly profitable practice in his latest article with ifa (Independent Financial Adviser) 📈 Read the full piece here: https://lnkd.in/gGijVaEw #financialplanning #financialadvice #financeinnovation
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Say hello to the faces behind the software 👋 Our team has just completed an exceptional couple of days of training and team building ✅ We are committed to providing the best software and service to our customers by continuously enhancing our skills! Helping our clients reach the stars so yours can too! 🌟 See what our customers say: https://lnkd.in/g2xj2-NJ #plutosoft #financialplanning #financesoftware
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What are your thoughts on #QAR 🤔? Want your questions answered? Register for our expert panel discussion here: https://lnkd.in/ec8J94T3
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Join our expert panel discussion to learn the latest from #QAR and what the coming changes mean for advice production 🎤 Register: https://lnkd.in/gziXXKTq Expert panelists Shelly Radford from 3Lines Consulting and Stewart Chandler from AFSL Compliance will provide key insights 💡 #financialplanning #financialadvice
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Our Customer Spotlight is lifting off 🚀 We are over the moon to hear how Plutosoft is improving efficiency for Enrizen Financial Group. Read the full success story here: https://lnkd.in/gjut8CNS. 👉 Hear from more of our customers: https://lnkd.in/g2xj2-NJ #customersuccess #financialplanning #financialadvice #financeinnovation