Client meeting prep briefs from CRM data
Designed around a clear trigger inside Plutosoft, a reviewed AI draft and a measurable reduction in admin time.
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Software
Financial advice and mortgage broking software
AI automation for Plutosoft.
Plutosoft is an Australian-built financial advice and practice management platform. Horizon AI builds reviewed AI workflows that sit inside Plutosoft, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
Plutosoft
Financial advice and mortgage broking
- Faster fact-find and application file prep
- Cleaner client document checklists
- Reviewed AI drafts for SoA and review meetings
- Less time on lender policy lookups
How AI fits in Plutosoft
AI workflows that speak Plutosoft's language.
Below are the actual product modules, features and ecosystem partners Plutosoft uses - the AI layer Horizon AI builds slots into these, not around them.
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 and features we work inside
Adviser HubClient HubLicensee HubKanban Workflow ViewDocument VaultService Requests
Other Plutosoft implementation specialists in Australia
- Annature
- HUB24
Horizon AI sits alongside these specialists - not as another implementer of Plutosoft itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Plutosoft AI workflows
First workflows worth automating in Plutosoft.
Each workflow has a defined trigger inside Plutosoft, a reviewed AI step and a measurable change in how the team spends its week.
Fact-find chasing and completeness checks
Designed around a clear trigger inside Plutosoft, a reviewed AI draft and a measurable reduction in admin time.
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Workflow status summaries for principals
Designed around a clear trigger inside Plutosoft, a reviewed AI draft and a measurable reduction in admin time.
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Review note drafting after client meetings
Designed around a clear trigger inside Plutosoft, a reviewed AI draft and a measurable reduction in admin time.
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Compliance task chasing across the practice
Designed around a clear trigger inside Plutosoft, a reviewed AI draft and a measurable reduction in admin time.
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How the integration works
AI inside Plutosoft, not bolted on top.
Plutosoft integrations run inside the adviser or broker's existing tenancy, with compliance-aware approval gates between AI drafts and any client send.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire Plutosoft into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
PlutosoftSource
Reviewed draftReview gate
PlutosoftAction
- AI Summary drafted review
- OK Plutosoft update prepared queued
Often paired with
Software we build Plutosoft workflows alongside.
Best fit for
Plutosoft sits at the centre of financial advice and mortgage broking teams.
If you run financial advice and mortgage broking on Plutosoft, the sector landing page covers the full software stack we build around.
Common questions
Plutosoft AI automation, answered.
Can Horizon AI integrate with Plutosoft?
In most cases yes. Plutosoft exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Plutosoft?
No. Plutosoft stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Plutosoft.
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 covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
Ready to layer AI inside Plutosoft?
Tell us the Plutosoft workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.