Plutosoft

Introduction
Plutosoft’s end-to-end system comprises the full advice process from fact-find to advice delivery. Enhance client interactions, reduce administrative burdens and launch practice efficiency.

NB Advice Designer is only approved for self licenced firms at this time. 

What Do They Do?
Their comprehensive platform integrates the entire advice process, logically guiding users from fact-find to advice delivery. Its intuitive design builds the advice as you progress, launching practice efficiency and enabling advisers to produce advice documents in a fraction of the time.

Features

• Automate Advice Documents: Produce advice documents in minutes not days with ease and precision.
• Interactive Modelling: Conduct cash flow modelling in front of your clients with our smart, comprehensive and easy to use modelling tool.
• Workflow & Compliance: Easily build comprehensive workflows with notifications.
• Research & Comparisons: Compare insurance products, superannuation funds and investment platforms right within the system.
• Business Reporting: The Pulse is a business management tool which provides valuable insights on your practice from revenue data by adviser and channel, funds under management and profitability.
• Sync with Client Hub: Client Hub is already integrated into our end-to-end system, enabling effortless data syncing, secure sharing of information and documents and increased automation functionality.

Pricing
Centrepoint has negotiated discounted pricing for AAP and LaVista self licenced. Firms to contact Plutosoft for more information. 

Contact
For more information or to get in touch with Plutosoft, visit their contact page.