Our goal is to be the
program for leading
In 2014, financial planner and software engineer Lindsay Holland (CFP) took the plunge to develop a customised software program for her Perth-based practice.
Drawing from her extensive experience as a software engineer, she set out to build a program from the ground up that would revolutionise her own practice.
Her vision was to create a program that would be user-friendly, improve client and staff engagement and help her practice to be more efficient.
Most importantly, the software would bring together the entire advice process – from data collection to onboarding; from financial modelling to advice production; from portfolio reporting to ongoing review – through one application. Three years, sheer determination and countless hours later, her vision was realised.
And the results were so successful in her own practice that she had a new vision: to take Plutosoft to the wider market. A new company was established and a management team assembled to help fulfil her mission, and today, the Plutosoft team deliver the same world-class technology solution for other leading practices.
You’re invited to join the Plutosoft revolution, too.
Meet the management team
Wynand is a software visionary with 18 years’ of international experience in software development, project management and product innovation in various industries ranging from financial services, engineering and retail.
Lindsay is a dual qualified software engineer and certified financial planner. As a software engineer, she has designed, built and implemented leading software programs and applications for multi-national companies around the world.
Vincent is a dual qualified lawyer and financial planner, and brings a unique skillset to the team. He has a passion for sales, entrepreneurship and innovation. Having previously worked in a top tier law firm, he has an excellent understanding of business and board processes.
John is a multidisciplinary tech wizard with experience in software development, infrastructure administration, and provides friendly technical support.