FinStak vs Plutosoft
FinStak
finstak.comPlutosoft
plutosoft.com.auSide by side
| Figure | FinStak | Plutosoft |
|---|---|---|
| Price from | $60/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 3 | 0 |
| Spec score · Financial Advisor Software | 8.1 (#9) | 6.7 (#30) |
| Product | FinStak is a CRM built for financial advisory practices, based on Zoho’s CRM platform. | Plutosoft is end-to-end advice technology software designed for financial planning practices, guiding users from fact-find to advice delivery. |
| Support | The site lists a Contact Help Desk option and says its Help Center is coming soon. | Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager. |
| Who it serves | The site identifies independent financial advisors, planners, solo advisors, ensemble practices, registered investment advisory firms, enterprise firms, broker-dealers, and wealth management firms as audiences. | The product is designed for financial planning practices and also offers a Licensee Hub for dealer groups. |
Plans
In their own words
FinStak
FinStak is a CRM for financial advisory practices, built on Zoho’s CRM platform. It tracks leads through sales funnels and supports multiple pipelines and deal stages. Workflows can send email notifications, create tasks and update fields. Built-in email marketing provides templates, drip campaigns and one-off messages, with campaign delivery and read tracking. Users can embed forms to collect leads and send surveys whose responses appear in CRM contact records. Security controls listed include audit logs, two-factor authentication, regular backups, and role and profile permissions. Two free data backups per month are included, with options to choose their frequency and day. FinStak Projects adds Gantt charts, tasks, issues and milestones. Calendar and task syncing is listed for Microsoft365 and Google, and mobile apps are available for iOS and Android. A free plan and a 14-day trial are listed. Paid plans start at $60 a month, billed per user; Basic, Pro and Premier also list setup fees of $500, $1,000 and $2,000, respectively.
Plutosoft
Plutosoft has no write-up on Specifiction yet; its figures are above.