Plutosoft
5.7#27 in financial advisor softwareWeb
VisitPlutosoft vs Wealthbox
What both publish
| Fact | Plutosoft | Wealthbox |
|---|---|---|
| Founded | Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. | Wealthbox says cofounders John Rourke and Dan Ferranti started the company in 2014. |
| Headquarters | The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia. | A 2025 Providence Business First report says Starburst Labs was founded in New York and is now headquartered in Providence. |
| 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. | Wealthbox advertises more than 150 pre-built integrations covering custodians, planning software, document storage, email and calendars. |
| Security | Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices. | Wealthbox states that its infrastructure is SOC 2-certified and uses encryption in transit and at rest, continuous monitoring and role-based permissions. |
| Support | Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager. | The help center says support operates 8am–6pm Eastern and responds within one hour; users can file tickets or email support. |
Plutosoft plans
No prices published.
Wealthbox plans
- Basic$59 a month
- Pro$75 a month
- Premier$99 a month
- EnterprisePriced on request
Pick Plutosoft if…
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.
Pick Wealthbox if…
Wealthbox suits users seeking pipeline and email-sync software with web, iOS, and Android access. It can fit teams choosing among tiers based on pipeline, storage, or workspace requirements.