Meridian Planning vs Plutosoft
Meridian Planning
meridianplanning.appPlutosoft
plutosoft.com.auSide by side
| Figure | Meridian Planning | Plutosoft |
|---|---|---|
| Price from | $49/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | — | Yes |
| Plans published | 4 | 0 |
| Spec score · Financial Advisor Software | 7.8 (#12) | 6.7 (#30) |
| Intended users | The product is built for financial advisors who also do tax. | The software is designed for financial planning practices and also offers dealer-group management features. |
| Onboarding | The Enterprise plan includes custom onboarding. | The maker describes a four-to-six-week onboarding process with a dedicated Implementation Manager, weekly meetings and six online training modules. |
| Product | Meridian describes itself as a practice management platform for financial advisors who also do tax. | Plutosoft is end-to-end advice technology software designed for financial planning practices, guiding users from fact-find to advice delivery. |
| Support | The Small Practice plan includes priority support. | Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager. |
Plans
Meridian Planning
- Founding Member rate$49 a month
- Solo Advisor$79 a month
- Small Practice$149 a month
- Enterprise$299 a month
In their own words
Meridian Planning
Meridian Planning has no write-up on Specifiction yet; its figures are above.
Plutosoft
Plutosoft has no write-up on Specifiction yet; its figures are above.