Plutosoft is the game changer the Financial Planning industry has been crying out for
Plutosoft has been a revelation for our firm. A great CRM, plus fast advice generation. A true end-to-end solution with real depth.
Plutosoft streamlines the advice process, saving you time to focus on servicing your clients, growing your practice and improving your bottom line.
Intuitive and easy, your staff members will simply love the structured environment Plutosoft creates.
Client centric software designed to be fun and interactive for your clients too. Let them login to their own portal, update their information and book appointments online. Conduct cash flow modelling directly in front of your clients.
More time with clients, growing your practice and thinking
strategically - and less time on compliance and administration.
Give us a call: (08) 6444 9363
Monday - Friday
