The 2024 Adviser Ratings report has just dropped 💥 Fantastic to see Plutosoft win the highest NPS in the CRM category!* 🏆 We are elated to have garnered such a positive response to our end-to-end CRM system! 🎉 We feel this industry acknowledgement is a reflection of our continual drive to be the stand-out trusted software provider to financial advice practices. Fabulous work team, and a big thank you to our dedicated community of Plutosoft users 💕 View full report: https://lnkd.in/g2HHMhpq (*the chart below showing NPS across all categories) #advicesoftware #fintech #plutosoft
Plutosoft Financial Planning Software
Financial Services
Perth, WA 888 followers
Helping financial advisers reach new heights.
About us
Plutosoft was created by financial planners for financial planners. In 2014, Financial Planner Lindsay Holland set out on a mission to develop a customised software program that would revolutionise her practice. The results were so successful a new company was established and today, our Plutosoft team deliver the world-class technology solution for other leading practices in Australia. Plutosoft is different. Our financial planning software brings together the entire advice process into one system and helps firms achieve transformative results. Plutosoft offers three powerful modules. For financial planners, Plutosoft provides a complete CRM and advice production platform – the Adviser Hub, and a leading front end client portal – the Client Hub. They’re powerful when used together. For dealer groups, Plutosoft provides a Licensee portal for dealer group management and oversight – the Licensee Hub.
- Website
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www.plutosoft.com.au
External link for Plutosoft Financial Planning Software
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Perth, WA
- Type
- Privately Held
- Specialties
- Financial Planning, Finance Technology, Financial Planning Software, and Advice Technology
Locations
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Primary
Get directions
Perth, WA, AU
Employees at Plutosoft Financial Planning Software
Updates
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2024 has been an incredible year for Plutosoft and our amazing clients! 🎉 We've achieved some truly exciting milestones together, and we are delighted to share these stats from our entire client base 🚀 A huge thank you to all our Plutosoft clients and our fantastic service partners for your support and for being such passionate advocates for our software 🙌 The Plutosoft team wishes you a Merry Christmas and a joyful New Year! 🎄 🎆 Let’s make 2025 even more awesome! ✨
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A huge congratulations to Jay Thwaites, the lucky winner of our FAAA Congress prize draw! 🏆 You’ve just won a DJI Mini 3 drone! 🚀🎮 Get ready to capture stunning aerial views and unforgettable moments with your new drone! ✨ (Or perhaps it’ll make the perfect gift just in time for Christmas!) 🎁 #FAAACongress #PrizeWinner #plutosoft #advicetech #financialplanning
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Last week, the Plutosoft team came together for our holiday celebration 🎉 – and what better way to kick off the season than with some friendly competition? We had a terrific time axe throwing! 🪓 Congrats to our axepert winner Ally Walker for putting the whole team to shame 🏅
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Wow, what an amazing time we had at #FAAACongress24! 🚀 Huge thanks to everyone who helped make the event a massive success, and to all of you who stopped by our stand. We loved connecting with you and can’t wait for what 2025 has in store 🌟 #plutosoft #advicetech #financialplanning #FAAA
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We can’t wait for the FAAA Congress to kick off 🚀 Meet the Plutosoft team at stand FP3, located in the Tech Zone. Say hi and be in with a chance to win a drone 👏 #FAAACongress24 #plutosoft #financialplanning #advicetech
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Is your tech stack an inefficient data mess? Here’s why you should switch to an all-in-one #advicetech solution ✅ Find out more: https://lnkd.in/gd9BG8qQ #financialplanning #financialadvisers #fintech #plutosoft
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Fantastic to see Plutosoft feature in 8 categories in Netwealth’s 2024 AdviceTech guide 🚀 See how Plutosoft is being used by the adviser community. Note: Supplier data is based on 2023 research. #advicetech #financialplanning #fintech #plutosoft
Unlock your firm's potential with our 2024 AdviceTech Buyer’s Guide, a comprehensive tool to help advice firms identify and adopt the right technologies for today and plan for the future. This guide includes: 🔍 An overview of 30+ AdviceTech solutions with descriptions, benefits, and key suppliers. 📈 Analysis of technologies with significant shifts in adoption and broader industry trends. 💡 Insights into Netwealth’s AdviceTech segments: Stars, Adopters, and Conservatives, with Stars as the benchmark for success and technology adoption. Design your firm’s technology roadmap with the latest insights - download Netwealth’s 2024 AdviceTech Buyer’s Guide: see the link in the comments #AdviceTech #DigitalTransformation #TechnologySuppliers
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🚨 NEW STARTER ALERT🚨 The Plutosoft team continues to grow 🚀 We are pleased to introduce Todd Johnston as the newest member of our team 👋 With a strong background in managing secure, high-performing cloud environments, Todd will be key in ensuring our infrastructure's robustness and efficiency as we grow. We’re excited to have Todd on board and look forward to his contributions at Plutosoft 🎉
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Is your tech-stack haunting you? 👻 Discover the benefits of switching to an all-in-one #advicetech system 🌈 Simplify your processes, enhance efficiency, and regain control over your practice. Learn why a unified approach is the smarter choice: https://lnkd.in/gd9BG8qQ #plutosoft #financialplanning #financialadviser #fintech