Plutosoft was created by financial planners for financial planners.

In 2014, Financial Planner Lindsay Holland set out on a mission to develop a customised software program that would revolutionise her practice. The results were so successful a new company was established and today, our Plutosoft team deliver the world-class technology solution for other leading practices in Australia.

Plutosoft is different. Our financial planning software brings together the entire advice process into one system and helps firms achieve transformative results. 

Plutosoft offers three powerful modules. For financial planners, Plutosoft provides a complete CRM and advice production platform – the Adviser Hub, and a leading front end client portal – the Client Hub. They’re powerful when used together.

For dealer groups, Plutosoft provides a Licensee portal for dealer group management and oversight – the Licensee Hub.

Plutosoft Financial Planning Software

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