Verified email-pattern data for Plutosoft Financial Planning Software is currently limited. You can still use the company insights and contact sections below.
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
- 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
Iress,
Hub24 Limited,
Productrex,
Ensombl,
Picturewealth,
Dash,
Midwinter Financial Services,
Financial Advice Association Australia (Faaa),
Annature,
Justinvest Financial Planning.
Plutosoft Financial Planning Software's categories are Financial Services
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Top Plutosoft Financial Planning Software Employees
-
Janine Winterbach
Customer Success/Implementation Manager
Sydney, New South Wales, Australia, Australia1hotmail.com -
-
Sandra Whitear
Technology Advocate | Operations | Compliance Expert | Process & Policy
Sydney, New South Wales, Australia, Australia -
Alan Yio
Solution Designer + Oracle Database Developer + System Integrator
Greater Perth Area, Australia2yahoo.com, ascenderhcm.com
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