Client Hub
by Plutosoft · Wealth and investment platforms · Perth, WA, Australia
Client portal with projections and document vault.
About Plutosoft
Cloud financial planning and advice practice management software, with adviser, client and licensee portals and an AI toolset.
Plutosoft in the vendor registry: its products, features and similar vendors.
Also by Plutosoft
- Adviser Hub: CRM, practice management and advice production for advisers.
- Licensee Hub: Dealer group oversight and compliance management.
- Plutosoft AI Suite: AI tools including an advice agent for drafting and admin.
More in this category: Wealth management and investment platforms.
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