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Why Plutosoft

One system.
Three powerful modules.

Plutosoft offers three powerful modules. For financial planners, Plutosoft provides a complete CRM and advice production platform (Adviser Hub) and a leading front end engagement portal (Client Hub). They’re powerful when used together.

For dealer groups, Plutosoft provides a Licensee portal for dealer group management and oversight (Licensee Hub).

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
Live portfolio view
Document vault, service requests and so much more!

Licensee Hub

A central portal to help you manage your dealer group and compliance.

Popular features

Revenue integration
Compliance tracking and reporting
Practice wide configuration
Template management and cloning

A powerful eco-system.

Extensive platform data feeds.

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.