Plutosoft
Plutosoft: A broad Australian advice platform combining workflows, modelling, compliance and client services. Ranked #16 of 31 in Financial Advisor Software by our editors (7.6/10); pricing: Pricing on request; best for australian firms needing advice workflows.
At a glance
- Editor score7.6 / 10
- PricingPricing on request
- Best forAustralian firms needing advice workflows
- Financial planningYes
- Founded2014 · Level 3, 3 Loftus Street, West Leederville, WA 6007, Australia
- Facts checked20 Sep 2026
Where it wins
- Interactive cash-flow modelling supports multiple scenarios.
- Combines CRM, advice documents, compliance and practice management.
- Branded portal and secure document vault support client collaboration.
Where it doesn't
- Web-only access limits platform choice.
- Pricing uses a contact-sales model.
- Its focus on Australian advisers may limit broader-market fit.
Our verdict on Plutosoft
Plutosoft is an end-to-end financial advice platform for Australian financial planning practices and dealer groups. Adviser Hub brings together CRM, practice management, advice-document generation, customizable reports, interactive cash-flow modelling, product research, workflow notifications and compliance-deadline tracking. The platform also covers insurance, superannuation and investment-platform comparisons. Client Hub adds a branded portal with digital fact-finding and financial overviews, while Licensee Hub supports dealer-group compliance dashboards, configuration, template management and file audits.
The strongest fit is its breadth across the advice workflow. Firms can model multiple cash-flow scenarios, prepare advice documents, compare insurance and investment options, track compliance deadlines and manage client records in one web-based environment. The secure document vault is designed for exchanging sensitive documents, and the client portal extends the workflow beyond the adviser’s internal tools. Its integration list includes AUSIEX, Australian Money Market, Bell Direct, BT, Colonial First State, DASH, Generation Life, HUB 24, Insignia Financial, Macquarie, MLC, Netwealth, North, Praemium and Mason Stevens, giving Australian practices a clear ecosystem starting point.
Pricing follows a contact-sales model, with prospects directed to book a demo rather than selecting published plan tiers. That approach may suit firms that need a configured practice or dealer-group setup, but it gives buyers less immediate cost visibility during early comparison. Plutosoft is also available on the web only, so teams seeking a broader platform mix should factor that into their evaluation. Choose it when Australian advice workflows, compliance tracking, client portals and platform integrations matter together; consider alternatives if transparent self-serve pricing or non-web access is a priority.
Your product? Our editors can test Plutosoft in depth and publish a review, labelled as paid · from $149/mo →
Plutosoft pricing
Plutosoft fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Client portal | Yes |
| Financial planning | Yes |
| Proposal generation | Not verified |
| Compliance workflows | Yes |
| Document vault | Yes |
| Billing and invoicing | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | ISO 27001 |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: AUSIEX, Australian Money Market, Bell Direct, BT, Colonial First State, DASH … See all → |
| Pricing | Pricing on request |
| Website | plutosoft.com.au |
| Facts checked | 20 Sep 2026 |
Plutosoft integrations
Plutosoft lists 20 integrations on its own site.
- AUSIEX
- Australian Money Market
- Bell Direct
- BT
- Colonial First State
- DASH
- Generation Life
- HUB 24
- Insignia Financial
- Macquarie
- MLC
- Netwealth
- North
- Praemium
- Mason Stevens
- Sentinel
- Annature
- ClickSend
- Omnium
- Oracle
See all Plutosoft integrations →
Alternatives to Plutosoft
- eMoney AdvisorA broad planning suite for practices that need client collaboration and connected workflows.9.4
- XplanA broad advice platform for practices needing planning, workflow, compliance and client engagement.9.3
- MoneyGuideA comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.9.1
See all Plutosoft alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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