Plutosoft

Paid Web

What Plutosoft is

Plutosoft is web-based advice technology for financial planning practices, guiding work from fact-find through advice delivery. Its three modules serve advisers, clients and dealer groups. Adviser Hub includes advice document automation, interactive cash flow modelling, workflows, compliance tracking, product comparisons and business reporting. Advisers can compare insurance products, superannuation funds and investment platforms, while the system supports customisable reports and advice documents built as work progresses.

Client Hub is a practice-branded portal where clients can view financial information, complete digital fact-finds and exchange documents securely. Licensee Hub is aimed at dealer groups, with compliance dashboards, practice-wide configuration, template management and file audits. Listed data feeds include AUSIEX, BT, HUB 24, Netwealth and Praemium; integration partners include Annature, Office 365 and Revex.

Plutosoft says it is ISO 27001 certified. Its privacy policy says customers control staff access to information in their environments, with limited staff access for configuration, maintenance, support or account administration. The company describes onboarding as a four-to-six-week process with a dedicated Implementation Manager, weekly meetings and six online training modules. Founded in 2014, Plutosoft is headquartered in West Leederville, Australia. It is paid software, and visitors are prompted to book a demo; subscription prices are available on request.

Who it suits

Plutosoft suits financial planning practices that want tools spanning client fact-finding, advice preparation and delivery, compliance workflows and client document exchange. Dealer groups may also find its Licensee Hub relevant for dashboards, configuration, templates and file audits.

What it does well

Adviser Hub combines modelling, workflows, compliance tracking, and reporting.
Clients can complete digital fact-finds through a practice-branded portal.
Licensee Hub includes compliance dashboards and file audits.
Listed data feeds include AUSIEX, BT, HUB 24, Netwealth, and Praemium.
The company describes a four-to-six-week onboarding process with a dedicated Implementation Manager.

What to know first

Plutosoft is paid software, with pricing available on request.
The listed platform is web-based.
The stated onboarding process takes four to six weeks.

Getting started

Open https://plutosoft.com.au/.
Book a demo to discuss the platform.
Contact Plutosoft for pricing.
Plan for the described four-to-six-week onboarding process with a dedicated Implementation Manager, weekly meetings and six online training modules.

Verdict

Choose Plutosoft if your financial planning practice needs advice, client portal and compliance capabilities in a single platform. Dealer groups can consider Licensee Hub for group-level compliance and configuration. Buyers who need to compare subscription costs up front will need to request pricing.

Questions

How much does Plutosoft cost?

Plutosoft is paid software, with pricing available on request. Its public site prompts visitors to book a demo and does not state subscription prices.

Which platform does Plutosoft support?

Plutosoft is available on the web.

Who is Plutosoft designed for?

It is designed for financial planning practices and also offers dealer-group management features through Licensee Hub.

What modules are included?

The platform comprises Adviser Hub, Client Hub and Licensee Hub. They cover adviser work, client access and dealer-group management.

Which integrations and data feeds are listed?

Data feeds include AUSIEX, BT, HUB 24, Netwealth and Praemium. Integration partners include Annature, Office 365 and Revex.

What is the onboarding process?

The company describes onboarding as a four-to-six-week process with a dedicated Implementation Manager, weekly meetings and six online training modules.

Facts from Plutosoft's own pages

Advice documents: The platform builds advice as users progress and supports customisable reports and advice documents. · plutosoft.com.au, 8 Oct 2026
Adviser Hub: Adviser Hub combines CRM and practice management with advice generation, interactive modelling, product research, workflow and compliance tools. · plutosoft.com.au, 8 Oct 2026
Client Hub: Client Hub is a practice-branded client portal with financial information, digital fact-finding, a document vault and digital signing. · plutosoft.com.au, 8 Oct 2026
Founded: Plutosoft says it was founded in 2014 by financial planner and software engineer Lindsay Holland. · plutosoft.com.au, 8 Oct 2026
Headquarters: The contact page lists Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia. · plutosoft.com.au, 8 Oct 2026
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. · plutosoft.com.au, 8 Oct 2026
Intended users: The software is designed for financial planning practices and also offers dealer-group management features. · plutosoft.com.au, 7 Oct 2026
Licensee Hub: Licensee Hub provides dealer groups with compliance dashboards, practice-wide configuration, template management and file audits. · plutosoft.com.au, 8 Oct 2026
Modules: The platform comprises Adviser Hub, Client Hub and Licensee Hub. · plutosoft.com.au, 7 Oct 2026
Onboarding: The maker describes a four-to-six-week onboarding process with a dedicated Implementation Manager, weekly meetings and six online training modules. · plutosoft.com.au, 8 Oct 2026
Pricing: The public site prompts visitors to book a demo and does not state subscription prices on the pages reviewed. · plutosoft.com.au, 7 Oct 2026
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. · plutosoft.com.au, 7 Oct 2026
Product: Plutosoft is end-to-end advice technology software designed for financial planning practices, guiding users from fact-find to advice delivery. · plutosoft.com.au, 7 Oct 2026
Product comparisons: Advisers can compare insurance products, superannuation funds and investment platforms within the system. · plutosoft.com.au, 8 Oct 2026
Security: Plutosoft states that it is ISO 27001 certified and says it follows data-protection best practices. · plutosoft.com.au, 8 Oct 2026
Support: Plutosoft says customers transition after onboarding to an Australia-based Service Desk and receive a dedicated Customer Success Manager. · plutosoft.com.au, 8 Oct 2026
What it does: Plutosoft is an end-to-end advice technology platform for financial planning practices, guiding users from fact-find through advice delivery. · plutosoft.com.au, 8 Oct 2026
Who it serves: The product is designed for financial planning practices and also offers a Licensee Hub for dealer groups. · plutosoft.com.au, 8 Oct 2026

Where Plutosoft stands on Freedom251

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