Brand profile · Financial Services

Plutosoft Financial Planning Software

Plutosoft Financial Planning is a Financial Services brand in Perth. Privately held, at plutosoft.com.au. It holds one address on record, all in Australia. It employs 15 people, on the record. It lists financial planning among its specialties. It is listed alongside nine similar brands, mostly in Financial Services.

Profile live Privately Held 1 office country

Key facts

Counted staff
15
self-reported 11–50 band
Office countries
1
1 address
Company type
Privately Held
self-reported
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Description

Plutosoft was created by financial planners for financial planners.

In 2014, Financial Planner Lindsay Holland set out on a mission to develop a customised software program that would revolutionise her practice. The results were so successful a new company was established and today, our Plutosoft team deliver the world-class technology solution for other leading practices in Australia.

Plutosoft is different. Our financial planning software brings together the entire advice process into one system and helps firms achieve transformative results.

Plutosoft offers three powerful modules. For financial planners, Plutosoft provides a complete CRM and advice production platform – the Adviser Hub, and a leading front end client portal – the Client Hub. They’re powerful when used together.

For dealer groups, Plutosoft provides a Licensee portal for dealer group management and oversight – the Licensee Hub.

Specialties

All 4 specialties
  • Financial Planning
  • Finance Technology
  • Financial Planning Software
  • Advice Technology

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AUPerth, WAPrimary

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Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Plutosoft Financial Planning Software?

15 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Plutosoft Financial Planning Software have offices?

One address on record, Australia only. Primary: Perth, WA.

Has Plutosoft Financial Planning Software raised funding?

None linked to this brand.

What does Plutosoft Financial Planning Software list as its specialties?

Four tags on the brand's own list, among them financial planning.

Which companies are listed alongside Plutosoft Financial Planning Software?

8 profiles list Plutosoft Financial Planning Software as a peer — 82nd percentile in Financial Services. It lists ten peers of its own. Rapid Crews Workforce Mobilisation Software lists it back.