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Why Plutosoft

Trusted by Australia’s
leading financial planning firms

In a compliance driven industry, Advisers need an all-in-one system that can drastically reduce the time and cost of providing advice to their clients. Enter the Plutosoft solution. Plutosoft brings together the entire advice process into one system and helps firms achieve transformative results. We call it the Plutosoft difference.

Client Success Stories

Hear what many of our satisfied clients say about the Plutosoft difference.

Wealth Dimensions

“We wouldn’t have been able to grow our business at the rate we have without the process improvements that Plutosoft has been able to deliver.”

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.”

Chalmers Private Wealth

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

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.”

Regional Financial Solutions

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

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.”

Prosperity Wealth Advisers

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


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


“We are definitely getting our advice out a lot quicker, less editing, which is huge because there’s a time saving there.”

Roskow Independent Advisory

“Interactive modelling has been the real difference to our business – it is such a powerful exercise when done with our clients.”

CPB Financial Services

“Plutosoft has streamlined our processes. Ongoing advice document preparation time is 30% quicker per client.”

Up to 80%

Reduction in SoA production time.

Wide coverage

Integrations with the major investment platforms in Australia.

4.7 out of 5

Satisfaction rating on XY Adviser for advice preparation, the highest of its class.