Plutosoft
Plutosoft is web-based advice technology for financial planning practices, supporting work from gathering client details through delivering advice.
What Plutosoft is
Plutosoft is web-based advice technology for financial planning practices, supporting work from gathering client details through delivering advice. Its Adviser Hub includes advice document automation, interactive cash flow modelling, workflows, compliance tracking, product comparisons and business reporting. Advisers can compare insurance products, superannuation funds and investment platforms, and the system supports customisable reports and advice documents that develop as work progresses.
The Client Hub is a practice-branded portal where clients can view financial information, complete digital fact-finds and exchange documents securely. Dealer groups can use the Licensee Hub for compliance dashboards, practice-wide configuration, template management and file audits. Plutosoft lists data feeds including AUSIEX, BT, HUB 24, Netwealth and Praemium, and integration partners including Annature, Office 365 and Revex. The company says it is ISO 27001 certified. It describes onboarding as a four-to-six-week process with a dedicated Implementation Manager, weekly meetings and six online training modules. Founded in 2014, Plutosoft is headquartered in West Leederville, Australia.
Good
- Automates advice documents and supports customisable reports.
- Includes interactive cash flow modelling and product comparisons.
- Client Hub supports digital fact-finds and secure document exchange.
- Licensee Hub includes compliance dashboards and file audits.
- Lists feeds and integrations including AUSIEX and Office 365.
Watch out
- Web platform only.
- Paid software; pricing is available on request.
- Onboarding is described as a four-to-six-week process.
Who it suits
Plutosoft suits financial planning practices seeking tools for advice preparation, compliance workflows and client access. Dealer groups may also find its Licensee Hub relevant for configuration, dashboards and file audits.
Verdict
Plutosoft brings adviser, client and dealer-group tools together for financial planning work. Buyers will need to request pricing and consider the stated onboarding period.
The facts
Each one read from Plutosoft's own pages, with the date it was checked.
What it does
- Advice documents
- The platform builds advice as users progress and supports customisable reports and advice documents.checked 8 Oct 2026
- Adviser Hub
- Adviser Hub combines CRM and practice management with advice generation, interactive modelling, product research, workflow and compliance tools.checked 8 Oct 2026
- Client Hub
- Client Hub is a practice-branded client portal with financial information, digital fact-finding, a document vault and digital signing.checked 8 Oct 2026
- Integrations
- Listed platform data-feed partners include AUSIEX, BT, Colonial First State, HUB24, Macquarie, Netwealth, North and Praemium; integration partners include Annature, ClickSend, Morningstar and Office 365.checked 8 Oct 2026
- Intended users
- The software is designed for financial planning practices and also offers dealer-group management features.checked 7 Oct 2026
- Licensee Hub
- Licensee Hub provides dealer groups with compliance dashboards, practice-wide configuration, template management and file audits.checked 8 Oct 2026
- Modules
- The platform comprises Adviser Hub, Client Hub and Licensee Hub.checked 7 Oct 2026
- Onboarding
- The maker describes a four-to-six-week onboarding process with a dedicated Implementation Manager, weekly meetings and six online training modules.checked 8 Oct 2026
- Pricing
- The public site prompts visitors to book a demo and does not state subscription prices on the pages reviewed.checked 7 Oct 2026
- Privacy
- The privacy policy says customer access to information in their Plutosoft environments is controlled directly by the customer, with limited staff access for configuration, maintenance, support or account administration.checked 7 Oct 2026
- Product
- Plutosoft is end-to-end advice technology software designed for financial planning practices, guiding users from fact-find to advice delivery.checked 7 Oct 2026
- Product comparisons
- Advisers can compare insurance products, superannuation funds and investment platforms within the system.checked 8 Oct 2026
- Security
- Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices.checked 8 Oct 2026
- Support
- Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager.checked 8 Oct 2026
- What it does
- Plutosoft is an end-to-end advice technology platform for financial planning practices, guiding users from fact-find through advice delivery.checked 8 Oct 2026
- Who it serves
- The product is designed for financial planning practices and also offers a Licensee Hub for dealer groups.checked 8 Oct 2026
The company
- Founded
- Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland.checked 8 Oct 2026
- Headquarters
- The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia.checked 8 Oct 2026
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