1. Rocket fuel to ignite your practice
Demonstration
Rocket fuel to ignite your practice

2. 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

3. REVENUE vs STAFF (BENCHMARK)

4. REVENUE CAPACITY vs STAFF (PLUTOSOFT)
efficiencies

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

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

7. 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

8. 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

9. THANK YOU! CONTACT US AT: Vincent Holland
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.