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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.