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Built by finacial advisors for financial advisors

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frequoently asked questions

Here are some of our
frequently asked questions

Plutosoft is an all-in-one software solution for financial advisers. It brings the entire advice process onto one system helping practices to deliver high quality advice in a fraction of the time. Plutosoft is complimented with core CRM and work-flow functionality, an integrated client hub portal, interactive client friendly modelling, extensive platform data feeds and so much more.

Plutosoft is a fast-growing fintech with excellent career progression opportunities. We put our people at the centre of what we do and have built an excellent team culture. We are entrepreneurial, without management layers, and provide an environment in which every team member’s contribution is highly valued and acknowledged. Visit our career page to find your next opportunity.