Self-licensed financial planning practices
Financial planners who are looking to transition to their own license
Independent and boutique licensee groups
Dealer group practices with freedom to choose their own software
Plutosoft works with some of Australia’s leading financial planning firms. We have a niche servicing firms who hold their own AFSL or are looking to transition to a new AFSL.
We service firms all around Australia from Brisbane to Perth, Sydney to Melbourne, Adelaide to the Gold Coast and other regional hubs.
Our clients are varied from small firms, large firms, multi-disciplinary firms, corporatised firms and firms with different specialties (retirement advice, wealth creation, high net worth clients, insurance, and complex scenarios to name just a few).
The common ingredient is they want a better way of running their firm and a system that can deliver high quality advice in a fraction of the time. From the simple to the complex, Plutosoft delivers.
Often firms move to us from a legacy software system and we have an implementation process which can cover every step in the process from data migration, training and on-boarding.
For dealer groups
Let’s face it. Advisers are deeply dissatisfied with the legacy software systems.
Our team have extensive experience migrating data from the legacy systems and bringing your dealer group onto a modern technology system.
We are flexible in our approach. Whether you would like to implement a dealer wide solution, or just wish to include Plutosoft as an option for your firms to select, we can work with you.
We can provide full support or equip your IT team to manage this internally.
Chat to us about:
Configuring your SoA templates
Access to Licensee Hub
For software RFIs, please direct your enquiry to firstname.lastname@example.org