Plutosoft
Curated by SignalWealth management software suite streamlining financial planning and client engagement.
Overview
Plutosoft is a company that offers a wealth management software suite aimed at improving the operations of financial planners and wealth managers. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning tools, all integrated into a single system. It is designed for financial planners and dealer groups, addressing issues related to inefficient financial planning through a comprehensive CRM and advice production platform, a front-end engagement portal, and a licensee portal for dealer group management. The software utilizes artificial intelligence (AI) and machine learning for predictive analytics, which may assist users in optimizing investment strategies and enhancing client engagement while maintaining compliance with regulatory requirements. Additionally, the platform's application programming interfaces (APIs) allow for integration with external financial services, potentially improving operational efficiency.
Key facts
- Founded
- 2014
- Headquarters
- Perth, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
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- Phone
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