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One system.
Two powerful modules.

Plutosoft offers two powerful modules for financial planners. A complete CRM and advice production platform (Adviser Hub) and a leading front end client engagement portal (Client Hub). They're powerful when used together.

Adviser Hub

Practice management software to help you grow faster, manage clients better and produce advice documents faster.

Popular features

  • Fast advice generation
  • Interactive modelling
  • Product research
  • Work-flow, practice management and CRM

Client Hub

Firm branded portal to help your clients see their financial world in one place.

Popular features

  • Online Fact Find and Risk Profile Questionnaire
  • Financial world view
  • Live portfolio view
  • Document vault, service requests and so much more!

...Ready to take your
practice to the next level?

More time with clients, growing your practice and thinking
strategically - and less time on compliance and administration.

Any questions?

Give us a call: (08) 6444 9363
Monday - Friday

You can see
how it works here!