Plutosoft Financial Planning Software

🚀 We're Hiring: Software Service Specialist! 🚀 Join our team and be the first point of contact for users, helping them resolve queries and ensure smooth system adoption. If you have a background in the Financial Services Industry and love problem-solving with tech, this is your chance! Apply here 👉 https://lnkd.in/gEmteYJR

🚨 A Future Without SOAs? What Advisers Need to Know 🚨 The #DBFO Tranche 2 exposure draft could bring major changes to advice documentation—replacing SOAs with a Client Advice Record. But what does this mean for financial advisers in practice? Join Plutosoft's Vincent Holland and Financial Services Lawyer Shelly Radford for a 30-minute deep dive into the proposed reforms, key takeaways, and practical steps to help you prepare. Register 👉 https://lnkd.in/gzsycqfA

See Plutosoft’s most popular releases from the past year in this free session! 🚀 Register here: https://lnkd.in/gMgAaDxT

Last week, Plutosoft's Vincent Holland and Janine Winterbach had the pleasure of taking part in Certainty Advice Group’s conference in beautiful Manly! 🌊☀️ Over two days, advisers came together for workshop-style sessions, panel discussions, and plenty of valuable conversations about best practices in financial advice. It was fantastic to see Vincent join the panel discussions and share insights alongside other industry experts. A big thank you to Jim Stackpool for putting together a fantastic event! ✨

Over the past year, we’ve been busy rolling out some game-changing features—and now, we’re bringing them to you in a practical, hands-on walkthrough! Join us for a fast-paced session where we’ll cover: ✅ Digital Signing – Sign documents effortlessly via the Client Hub Portal ✅ Bulk Activities – Automate workflows, from newsletters to bulk ROAs ⚡ ✅ Kanban Boards – Organize tasks visually for peak efficiency 🎯 ✅ Investment Recommendations – Master custom fees, asset allocation & in-specie transfers 📊 Register here 👉 https://lnkd.in/gfUKRGqN

Last week, we hit the road, hosting networking events in Melbourne and Sydney—and what a turnout! 🎉 A huge thank you to everyone who joined us! It was great to see many advisers, customers, and industry professionals come together, share insights, and build connections. These events weren’t just about networking—they were about strengthening our community and having some fun along the way! ✨ Here’s to more collaboration and success ahead! 🚀 #Plutosoft #FinancialAdvisers #Melbourne #Sydney #Advicetech

🚨 NEW STARTER ALERT! 🚨 We're thrilled to welcome Sandra Whitear to the Plutosoft team! With an impressive background in financial planning, including experience as a senior adviser and business operations manager, Sandra brings a wealth of expertise and insight to the team! 👏 Exciting times here at Plutosoft, we look forward to what we’ll accomplish together! 🚀 #fintech #advicetech #newstarter

🚨 Missed our latest webinar on the new Ongoing Fee Arrangement (#OFA) rules? Watch the full session on-demand here: https://lnkd.in/gmirUChC Here’s a sneak peek at one of the FAQ’s we answered during the session on aligning reference dates 💡🔍 #financialplanning #fintech #advicetech

Don't miss our upcoming webinar on the new requirements for ongoing fee arrangements and product consents! 💡   Our 30 minute webinar will discuss the key changes & challenges, including:   ⭐ The removal of the Fee Disclosure Statement (FDS) ⭐ The introduction of a new consent form for fee deductions ⭐ The concept of the ‘reference day’ for OFA renewals ⭐ Operational challenges these changes may pose ⭐ A series of FAQ's

Need help navigating the new Ongoing Fee Arrangement rules? Read our comprehensive guide below💡 Find out more in our upcoming webinar, register here 👉 https://lnkd.in/g3fWnBpY