Plutosoft

Spec sheet

What it does

Plutosoft is an end-to-end advice technology platform for financial planning practices, guiding users from fact-find through advice delivery.Read 8 Oct 2026 · plutosoft.com.au

Product

Plutosoft is end-to-end advice technology software designed for financial planning practices, guiding users from fact-find to advice delivery.Read 7 Oct 2026 · plutosoft.com.au

Intended users

The software is designed for financial planning practices and also offers dealer-group management features.Read 7 Oct 2026 · plutosoft.com.au

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.Read 8 Oct 2026 · plutosoft.com.au

Security

Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices.Read 8 Oct 2026 · plutosoft.com.au

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.Read 7 Oct 2026 · plutosoft.com.au

Support

Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager.Read 8 Oct 2026 · plutosoft.com.au

Headquarters

The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia.Read 8 Oct 2026 · plutosoft.com.au

Founded

Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland.Read 8 Oct 2026 · plutosoft.com.au

Advice documents

The platform builds advice as users progress and supports customisable reports and advice documents.Read 8 Oct 2026 · plutosoft.com.au

Adviser Hub

Adviser Hub combines CRM and practice management with advice generation, interactive modelling, product research, workflow and compliance tools.Read 8 Oct 2026 · plutosoft.com.au

Client Hub

Client Hub is a practice-branded client portal with financial information, digital fact-finding, a document vault and digital signing.Read 8 Oct 2026 · plutosoft.com.au

Licensee Hub

Licensee Hub provides dealer groups with compliance dashboards, practice-wide configuration, template management and file audits.Read 8 Oct 2026 · plutosoft.com.au

Modules

The platform comprises Adviser Hub, Client Hub and Licensee Hub.Read 7 Oct 2026 · plutosoft.com.au

Onboarding

The maker describes a four-to-six-week onboarding process with a dedicated Implementation Manager, weekly meetings and six online training modules.Read 8 Oct 2026 · plutosoft.com.au

Pricing

The public site prompts visitors to book a demo and does not state subscription prices on the pages reviewed.Read 7 Oct 2026 · plutosoft.com.au

Product comparisons

Advisers can compare insurance products, superannuation funds and investment platforms within the system.Read 8 Oct 2026 · plutosoft.com.au

Who it serves

The product is designed for financial planning practices and also offers a Licensee Hub for dealer groups.Read 8 Oct 2026 · plutosoft.com.au

Where Specifiction places it

• Financial Advisor Software#30 of 316.7