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Built by finacial advisors for financial advisors

Would you like to
know more
about Plutosoft?

Read the answers to our most frequently asked questions from the list below.
Do you have a question that is not covered below?
Please give us a call and our friendly sales team will assist.

frequoently asked questions

Here are some of our
frequently asked questions

Call us on (08) 6444 9363 or simply  click on the ‘get in touch’ tab and leave us a message.

We encourage you to ‘book a demo’ in the first instance by clicking on the relevant link above. Leave your details with us and one of our friendly sales team members will contact you shortly.

Few things frustrate advisers more than compliance and the time and cost of producing advice. Countless surveys tells us that advisers want technology to help systemise their practices too. It is precisely these issues that Plutosoft  seeks to resolve. Plutosoft automates the non-value adding steps in the advice process and cuts the time and cost of producing SOAs. Why not see for yourself by booking a demo?

Once you feel ready to proceed to implementation, we assign you with a dedicated Project Manager. A Scope of Work Meeting will be scheduled. Your Project Manager will get an understanding of your requirements. From there, we configure the software to suit your needs (customise reporting, work flow, data feeds etc). We then implement and hand over access. Full training is provided to ensure you are proficient.