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Who we
work with?

We specialise
in servicing…

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

Client success stories:

Here is what some of our clients have to say.

Fenton & Associates

“Plutosoft enables us to do everything in one powerful package!”

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Kingston Private Wealth

“Plutosoft provides us with key functionality we require in our business, enabling the efficient production of SOA’s, ROA’s and all fee reporting requirements.”

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Chalmers Private Wealth

“Plutosoft has introduced innovation into our business that has changed
the way our advisers are presenting their advice”

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Birling Private Wealth

“I had been looking for a total end to end solution. Plutosoft is a real disrupter in the fintech space. It has far exceeded my expectations.”

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Regional Financial Solutions

“Plutosoft has revolutionised our business! It is the total solution we had been looking for.”

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Fortyseven Financial Planning

“At last our industry has a world class end to end software solution that really makes a difference to our clients and to our business.”

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Prosperity Advisers

“Plutosoft sits in the perfect sweet spot between being an established, mature, proven system and a nimble adaptable solution.”

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“Plutosoft has provided an easy to use client engagement tool that allows us to have meaningful conversations with our clients.”

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Integration partners:

We integrate with the following investment platforms and applications (plus others) providing you with a powerful eco-system.