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Plutosoft logo PlutosoftFinancial advice and mortgage broking software

AI automation inside Plutosoft.

Keep Plutosoft. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
BrokerEngine logoBrokerEngineOutlook logoOutlookQuickli logoQuickliMercury Nexus logoMercury NexusApplyOnline logoApplyOnlineLoanapp logoLoanapp
Product in action

One email in. Filed, tasked and answered.

AI automation for Plutosoft means reviewed AI agents working inside Plutosoft: filing documents to the right client, raising the task and drafting the reply. It works through Plutosoft's own Adviser Hub, Client Hub and Licensee Hub. Your data stays in Plutosoft.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Plutosoft and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Client meeting prep briefs from CRM data✓
Fact-find chasing and completeness checks✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
PlutosoftDone
OutlookDone
Iress XplanConnected
MidwinterConnected
AdviserLogicConnected
SalestrekkerConnected
Explore connected software
First workflows

First workflows worth automating in Plutosoft.

Each one has a trigger inside Plutosoft, a reviewed AI step, and a person on the approval.

  • 01 Client meeting prep briefs from CRM data
  • 02 Fact-find chasing and completeness checks
  • 03 Workflow status summaries for principals
  • 04 Review note drafting after client meetings
  • 05 Compliance task chasing across the practice
Product-specific AI

AI workflows that speak Plutosoft's language.

Automate the Plutosoft pipeline with AI agents inside the Adviser Hub. The agent can intake new clients via Client Hub, populate fact-find and risk-profile data, build advice progressively through the Kanban workflow, refresh the Live Portfolio View from HUB24 / Netwealth / BT / CFS / Praemium feeds, drop documents into the Document Vault and route Service Requests - so the Licensee Hub sees a real-time compliance trail without admin overhead.

By the numbers. Plutosoft is ISO 27001 certified, sits in the top 5 most-used advice software platforms in Australia and recorded the highest NPS (43.4) in the CRM category per the Adviser Ratings Landscape Report.

Plutosoft modules we work inside
Adviser HubClient HubLicensee HubKanban Workflow ViewDocument VaultService Requests
Other Plutosoft specialists in Australia
  • Annature
  • HUB24

We are the AI layer on top of what they set up, not another Plutosoft implementer.

Often paired with

Software we build Plutosoft workflows alongside.

Iress Xplan logoIress Xplan AI automationMidwinter logoMidwinter AI automationAdviserLogic logoAdviserLogic AI automationSalestrekker logoSalestrekker AI automationBrokerEngine logoBrokerEngine AI automation
Where to next

Plutosoft sits at the centre of financial advice and mortgage broking teams.

Industry

AI automation for financial advisers and mortgage brokers

The full financial advice and mortgage broking stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Plutosoft AI automation, answered.

Can AI handle client meeting prep briefs from CRM data in Plutosoft?
Potentially. We first confirm what Plutosoft can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with Plutosoft features like Adviser Hub and Client Hub?
The workflow can be designed around Adviser Hub, Client Hub, Licensee Hub, Kanban Workflow View, but a product description alone does not prove direct access. We first confirm what your Plutosoft setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, Plutosoft is ISO 27001 certified, sits in the top 5 most-used advice software platforms in Australia and recorded the highest NPS (43.4) in the CRM category per the Adviser Ratings Landscape Report.
Can Horizon AI integrate with Plutosoft?
Potentially. We first confirm the supported access available in your Plutosoft setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace Plutosoft?
No. Plutosoft remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside Plutosoft.

Tell us the Plutosoft job you would rather not do yourself.

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30 min with our Director. No sales rep, no follow-up.