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Plutosoft: Demonstration of Rocket Fuel to Ignite Your Financial Practice

Learn how Plutosoft, a software solution, can automate manual processes in the financial advice cycle to boost efficiencies and profitability. Explore revenue vs. staff benchmarks and the transformative "Doritos" principle for added value services.

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Plutosoft: Demonstration of Rocket Fuel to Ignite Your Financial Practice

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  1. Demonstration Rocket fuel to ignite your practice

  2. WHAT IS PLUTOSOFT? Plutosoftis 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.

  3. REVENUE vs STAFF (BENCHMARK)

  4. REVENUE CAPACITY vs STAFF (PLUTOSOFT) Plutosoft efficiencies

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

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

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

  8. EASY MIGRATION PROCESS AFTER BEFORE 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 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.

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