Plutosoft
Financial Software · Australia · 11-50 Employees
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Overview
Headquarters
52 Oswald St, Innaloo, Western Australia...Phone Number
+61 864449363Website
www.plutosoft.com.auRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Plutosoft
Plutosoft is a comprehensive financial planning software and CRM designed for financial advisers, offering an end-to-end solution that streamlines the advice process from client onboarding to document generation. The platform features three powerful modules: Adviser Hub for practice management, Client Hub for client engagement, and Licensee Hub for dealer group management. With a focus on enhancing client interactions and reducing administrative burdens, Plutosoft enables advisers to produce advice documents significantly faster and more efficiently. The company targets financial advisers and dealer groups looking for innovative and effective solutions in the fintech space.Explore more
Plutosoft Org Chart
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Plutosoft is experiencing very low activity levels compared to other companies in the Software sector.
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Plutosoft Tech Stack
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Plutosoft is a comprehensive financial planning software and CRM designed for financial advisers, offering an end-to-end solution that streamlines the advice process from client onboarding to document generation. The platform features three powerful modules: Adviser Hub for practice management, Client Hub for client engagement, and Licensee Hub for... Read More
