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- Plutosoft
On the recordRead 8 Oct 202618 facts
Plutosoft
The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia.
On the record
- Advice documents
- The platform builds advice as users progress and supports customisable reports and advice documents.plutosoft.com.au · read 8 Oct 2026
- Adviser Hub
- Adviser Hub combines CRM and practice management with advice generation, interactive modelling, product research, workflow and compliance tools.plutosoft.com.au · read 8 Oct 2026
- Client Hub
- Client Hub is a practice-branded client portal with financial information, digital fact-finding, a document vault and digital signing.plutosoft.com.au · read 8 Oct 2026
- Integrations
- Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365.plutosoft.com.au · read 8 Oct 2026
- Intended users
- The software is designed for financial planning practices and also offers dealer-group management features.plutosoft.com.au · read 7 Oct 2026
- Licensee Hub
- Licensee Hub provides dealer groups with compliance dashboards, practice-wide configuration, template management and file audits.plutosoft.com.au · read 8 Oct 2026
- Modules
- The platform comprises Adviser Hub, Client Hub and Licensee Hub.plutosoft.com.au · read 7 Oct 2026
- Onboarding
- The maker describes a four-to-six-week onboarding process with a dedicated Implementation Manager, weekly meetings and six online training modules.plutosoft.com.au · read 8 Oct 2026
- Pricing
- The public site prompts visitors to book a demo and does not state subscription prices on the pages reviewed.plutosoft.com.au · read 7 Oct 2026
- Privacy
- The privacy policy says customer access to information in their Plutosoft environments is controlled directly by the customer, with limited staff access for configuration, maintenance, support or account administration.plutosoft.com.au · read 7 Oct 2026
- Product
- Plutosoft is end-to-end advice technology software designed for financial planning practices, guiding users from fact-find to advice delivery.plutosoft.com.au · read 7 Oct 2026
- Product comparisons
- Advisers can compare insurance products, superannuation funds and investment platforms within the system.plutosoft.com.au · read 8 Oct 2026
- Security
- Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices.plutosoft.com.au · read 8 Oct 2026
- Support
- Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager.plutosoft.com.au · read 8 Oct 2026
- What it does
- Plutosoft is an end-to-end advice technology platform for financial planning practices, guiding users from fact-find through advice delivery.plutosoft.com.au · read 8 Oct 2026
- Who it serves
- The product is designed for financial planning practices and also offers a Licensee Hub for dealer groups.plutosoft.com.au · read 8 Oct 2026
