Plutosoft

Felcorp's Plutosoft capability

Plutosoft software capability is included as part of the following Felcorp service areas:

• Paraplanning Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

Felcorp Support has over five years of specialised experience working within the Plutosoft platform for Australian paraplanning engagements. Our teams are highly proficient across Plutosoft's cloud-based environment — from building financial plans and generating suitability documents through to managing client data, running modelling scenarios, and maintaining compliance records. This depth of platform expertise allows our offshore paraplanners to produce quality advice documentation and planning outputs within your Plutosoft instance efficiently and accurately.

Our teams prepare SOAs, ROAs, modelling outputs, and compliance documentation within the Plutosoft environment, enabling your onshore advisers to focus on client-facing work while we handle the production tasks.

What is Plutosoft?

Plutosoft is a cloud-based financial planning software designed for Australian financial advice practices. The platform provides integrated tools for client management, financial modelling, advice document generation, and compliance tracking. Plutosoft is built specifically for the Australian regulatory environment and supports the production of Statements of Advice (SOA), Records of Advice (ROA), and other compliance documentation required under ASIC and AFSL obligations.

Key modules and components

• Client management and data collection
• Financial modelling and scenario analysis
• Statement of Advice (SOA) generation
• Record of Advice (ROA) templates
• Risk profiling and insurance needs analysis
• Superannuation and retirement modelling
• Compliance tracking and audit trail
• Document management and storage
• Practice workflow automation
• Platform and product research integration

For more information about Plutosoft, visit the official website at plutosoft.com.au.