Plutosoft Financial Planning Software

Plutosoft Platform Overview

Plutosoft is a practice management and administration platform used by Australian financial adviser firms. The platform provides integrated tools for client relationship management, document management and practice operations.

Plutosoft capabilities

Felcorp's Plutosoft capability is available across these service delivery areas:

• Adviser Admin Services
• Financial Planning Outsourcing

Expertise across Plutosoft

Our Plutosoft teams provide comprehensive administration support across adviser workflows, including:

• Client management: Client record setup, contact information management and documentation
• Compliance and workflow: Compliance documentation, workflow management and audit trail maintenance
• Reporting and analytics: Practice reporting, fee reporting and administration analytics

Our Plutosoft service delivery

Felcorp's Plutosoft teams work with Australian adviser practices to provide back office administration support. We are familiar with the platform's integration with Australian software ecosystems, including data feeds, compliance reporting and practice management workflows specific to the Australian market.

Our Plutosoft support is focused on helping adviser practices streamline their back office operations through dedicated offshore administration teams. We can manage client database maintenance, compliance documentation workflows and practice reporting tasks, allowing adviser teams to focus on client advice delivery.

Team capability

Our Plutosoft administration teams are trained to work across different seniority levels and role types. You can scale support across entry, mid and senior administrator roles depending on your practice size, case complexity and administrative scope requirements.

Getting started

To learn more about Plutosoft support at Felcorp, contact your account manager or reach out to our support team.

Written by Tobias Fellas, Founder & CEO at Felcorp Support.