Rocket fuel to ignite your practice Demonstration Rocket fuel to ignite your practice

WHAT IS PLUTOSOFT? Plutosoft is a software solution that enables the automation of manual steps within the financial advice life cycle in order to increase efficiencies and ultimately grow profitability. Cloud based software platform for financial planners End-to-end solution Interactive modelling Automate advice documents Task and workflow management Portfolio reporting Client portal Compliance

REVENUE vs STAFF (BENCHMARK)

REVENUE CAPACITY vs STAFF (PLUTOSOFT) efficiencies

“DORITOS” PRINCIPLE BEFORE AFTER Value added services Non-value added services

WHAT IT LOOKS LIKE BEFORE AFTER Value added services Number of clients 250 x 500 x Revenue / employee $200,000 $450,000 ( 125%)

Avg preparation of a comprehensive advice document WHAT IT LOOKS LIKE BEFORE AFTER Client’s views Avg preparation of a comprehensive advice document 16 x hours 1 x hours manual Processes automated Employee engagement

EASY MIGRATION PROCESS BEFORE AFTER Client data Model portfolio templates Investment data feeds Advice report templates Workflow templates Service agreement templates Risk profile templates Goal templates Onboarding process (4 weeks) Existing financial advice management system

THANK YOU! CONTACT US AT: Vincent Holland vincent.holland@plutosoft.com.au 08 6444 9723 DISCLAIMER The information in this proposal is general in nature only. Whilst we endeavour to ensure that the information is correct, we make no representation or warranty as to the completeness, accuracy or fitness for any particular purpose of our product or services. We accept no liability for any error or omissions. Nothing in this proposal constitutes a binding offer. No contract is made unless a license agreement is entered into between the parties.