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.
Company Details
- Employees
- 15
- Address
- Perth, Wa, Au
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.plutosoft.com.au
- HQ
- Perth, WA
Plutosoft Financial Planning Software Questions
Plutosoft Financial Planning Software's website is http://www.plutosoft.com.au
Plutosoft Financial Planning Software's LinkedIn profile is https://au.linkedin.com/company/plutosoft-financial-planning-software
Plutosoft Financial Planning Software has
15 employees.
View email and phone details for 15
employees at Plutosoft Financial Planning Software.
Plutosoft Financial Planning Software's industry is
Financial Services
Plutosoft Financial Planning Software's top competitors are
Financial Advice Association Australia (Faaa),
Ensombl,
Iress,
Justinvest Financial Planning,
Hub24 Limited,
Productrex,
Picturewealth,
Annature,
Dash,
Midwinter Financial Services.
Plutosoft Financial Planning Software's categories are Financial Services
