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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

Our system integrates with Omnilife (a leading research platform for insurance research and quoting).

We have a unique offering for licensees. There is firstly no one size fits all solution. We meet with you to get an understanding of your requirements and then map out the best way forward. We can customise your report templates across your dealer group and work with each of your practices during implementation.

Please contact us to have an informal discussion.

You have full access to each practice’s data ( or to such extent required) and reporting so that you can carefully track and manage your compliance obligations. Having a first rate technology system is becoming ever more important, particularly as regulations become more demanding and onerous for dealer groups.

We can also build customised configurations to meet your needs, such as reporting, KPI dash boards and integration with your payment system.


All data is stored on an Oracle database in Sydney using the industry best practice in security and encryption.