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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.

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.”

Read more…

Integration partners:

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