Plutosoft is a next-generation software brand that offers innovative solutions for financial planners. With their powerful modules, they provide a complete CRM and advice production platform called Adviser Hub, as well as a leading front-end engagement portal called Client Hub. These modules work together seamlessly to help financial planners manage clients better, produce advice documents faster, and provide clients with a comprehensive view of their financial world in one place.

For dealer groups, Plutosoft offers the Licensee Hub, a central portal that helps manage dealer group operations and compliance. This brand is a game-changer in the financial planning industry, revolutionizing businesses and exceeding expectations. It is the total end-to-end solution that financial planning firms have been looking for, providing fast advice generation, interactive modeling, product research, workflow management, and a user-friendly CRM.

Plutosoft's extensive platform data feeds and eco-system allow financial planners to focus more on growing their practice and spending less time on compliance and administration. Experience a new world of financial planning software with Plutosoft and book a demo today!