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Why Plum Software?

Service, support and a personal touch

At Plum we get this. We also understand that the way people want to be supported varies from person to person and business to business. That’s why we give you a whole range of options, from online help, including our highly regarded Webinar program, to a team of knowledgeable, friendly people. We make sure you have access to quality support the way you want it and when you need it.

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  • View the most up-to-date data – import valuations as often as you like.
  • Reduce enquiries by providing clients with their own investment valuations through the Investor Portal.
  • Streamline processes by using up to date values to calculate your fund renewal and ongoing adviser charges.

Investor Portal

Keep your clients engaged with their finances and with you.

  • Your clients' entire financial life in one place

    Your modern, intuitive and own-branded client portal. Available anywhere with an internet connection and on any device, you can now provide 24/7 access for your clients to view all their assets across all accounts, including non-managed assets like property and art.

  • Your brand

    It’s your brand, it deserves to be seen. We’ll implement your corporate colours and logo throughout so your clients understand that you are providing them with your own portal.

  • Painless and accurate valuations

    Give your clients access to valuations that are always ready and always accurate. Plum’s suite of integrated data feeds ensures more time for you and more engagement for your clients.

Sophisticated client reporting


  • Make use of the most comprehensive library of standard reports available.
  • Use intuitive tools to create reports in a style that complement your business and branding.
  • Save time with easy-to-use preset formats for common reports and processes (such as client reviews).
  • Use templates to create your own Suitability Reports or customise them from a large range of examples.
  • Incorporate a vast range of third-party information for investment and pensions, including valuations and other information held by platforms and providers.

How can plum help you?

Helping Advisers – Your business your way

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Fact Find and ATR

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Easy Document Access

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Comprehensive CRM

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Portfolio Valuations

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Investor Portal


Helping Administrators – making it easy to be efficient

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Letter and Text Tools

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Remuneration and RMAR

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Document Management

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Diary Management

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Data Management

Helping Practice Managers – all the information you need at your fingertips

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Campaign Management

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Tasks and Workflows

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Management Information

Our Service

of helpdesk enquiries are completed in a single call
webinars per year on user-driven topics
free user group meetings held every year

Webinar Feedback

  • “It’s good to have small sound bites like this. Regular small chunks of learning are much more likely to be effective.”
    Wendy Nutbrown
    Shepherd Independent Financial Advisers Ltd
  • “Our business model is very simple and as we are based in Scotland we get very few chances to get face to face training so these webinars are great and we can dip in and out of the areas we want to learn or brush up on.”
    Janise Grant
    Graham Grant IFA Ltd
  • “It makes me want to engage more with the system.”
    Martin Benn
    Style Insurance Mortgage Services
  • “I’ve been using Plum for some time now and just wanted to go over Remunerations to check I was doing it correctly and to ensure I haven’t missed any system updates – the training was perfect for that.”
    Janise Grant
    Graham Grant IFA Ltd
  • “Have looked at calculators myself but this showed me how to use them better – will need to practise and go over video later.”
    Janise Grant
    Graham Grant IFA Ltd

About Plum Software

Our Background

Plum Software is a leading provider of back-office solutions for the entire financial planning office. We attribute our more than 20 years of success to the quality of our products and the strong relationships we build with our customers and partners.

We become part of your team, helping you to build the systems and workflows you need to grow your business. We provide extensive training, webinars, and user group meetings to make all our customers “super users” of the software.

“With Plum you get comprehensive software and a provider that listens and offers quality support.”First Class Financial

Our Team

A dedicated team with proven credibility

We are a focused team of 14 people, but don’t be fooled by our size! Between us we have over 200 years of industry experience. Additionally, many of the team have worked for Plum for a number of years. We love what we do and want to keep doing it!

Most importantly, we are all extremely knowledgeable about the software, the industry and our clients’ needs. Because we know our clients very well we really are able to provide that personal touch.

Our Senior Sales Manager, David Felix-Davies, is one of the original founders of Plum. He has worked with Plum’s clients for over 23 years and has made it his highest priority to ensure the software suits users’ needs. He is joined by Peter Hall with over 18 years’ experience in sales for leading insurers and providers.

Our implementation team has two people dedicated full-time to get our clients up and running. We also have a specialist handpicked from Pearson Education Services expertly crafting our training tools. Once you are up and running our support team man the phones to help quickly answer any queries and issues.

Behind the scenes, but absolutely essential, our developers are improving and supporting the Plum software. This team understands all the nuances of the software requirements for clients’ businesses and users. They’ve been doing it for half a life time, and their DNA is embedded in the code! And looking after us all we have our Office Manager, who keeps us organised and manages all communications, product updates, News Letters, Webinars and User Groups.

And happily, our team is part of a much bigger team working to make your life easier. Plum is part of the Praemium Group, whose suite of products are designed to support every aspect of adviser businesses. With over 200 financial services professionals worldwide, Plum and Praemium are helping our clients stay ahead of the curve.

News & Careers

Click on the links below to view documents

[icon_list] [icon_list_item type=”download”]… Newsletter – March 2021 [/icon_list_item] [/icon_list] [icon_list] [icon_list_item type=”download”]… Newsletter – December 2020 [/icon_list_item] [/icon_list] [icon_list] [icon_list_item type=”download”]… Newsletter – September 2020 [/icon_list_item] [/icon_list] [icon_list] [icon_list_item type=”download”]… Newsletter – December 2018 [/icon_list_item] [/icon_list] [icon_list] [icon_list_item type=”download”]… Plum Software integrates with CashCalc – September 2017 [/icon_list_item] [/icon_list]

[icon_list] [icon_list_item type=”download”]… Article – Contact Management – June 2017[/icon_list_item] [/icon_list]

[icon_list] [icon_list_item type=”download”]… Article – Dashboards and Management Information – June 2017[/icon_list_item] [/icon_list]

[icon_list] [icon_list_item type=”download”]… Article – Training on your Software: Square peg, round hole? – May 2017[/icon_list_item] [/icon_list]

[icon_list] [icon_list_item type=”download”]… Article – What do you want from your back-office system? – April 2017[/icon_list_item] [/icon_list]

[icon_list] [icon_list_item type=”download”]… Article – Helpdesks – Myth or Reality – April 2017[/icon_list_item] [/icon_list]

[icon_list] [icon_list_item type=”download”]… Article – Back Office Reconciliation – March 2017[/icon_list_item] [/icon_list] [icon_list] [icon_list_item type=”download”]… Newsletter – August 2016 [/icon_list_item] [/icon_list]

What people say

  • “Our business model is very simple and as we are based in Scotland we get very few chances to get face to face training so these webinars are great and we can dip in and out of the areas we want to learn or brush up on.”
    Janise Grant
    Graham Grant IFA Ltd
  • “By embracing Plum Software as a way of working, we have been able to transform our back office and produce greater efficiency in the way we operate.”
    Terence Healey
    Compliance Coordinator
    Gracechurch Wealth Management
  • “My compliance consultant loves it!”
    Jonathan Plant
    First Service Financial Limited


  • “Initially we were hesitant to change our back-office software due to the complications this can entail. However, it is important to ensure our systems are future-proof and we were impressed by the functionality of Plum. Having used Plum as our core data system for 18 months now, we find we are very happy with the system. The transition wasn’t as difficult as we imagined it would be and the system ability to store comprehensive client and product data is vast. Our administration team especially like the automatic valuation and electronic remuneration system; it has saved many hours of staff time already. Our planning team and management team especially like the ability to build reports that are relevant to their needs; the comprehensive data can easily be analysed.

    We have requested several changes to keep the system up-to-date and relevant for changes to legislation and the needs of a modern financial planning firm and found that these are typically implemented quickly and effectively.”

    Kevin McCarthy
    Operations Manager
    Eldon Chartered Financial Planners

  • “By embracing Plum Software as way of working, we have been able to transform our back office and produce greater efficiency in the way we operate. This has been vital in a time when servicing costs have been transferred from Providers to IFAs. As a result, the increased need to work in a smarter, more structured and auditable fashion is what the Software has allowed us to do. From New Business Processing, Valuations, Client Relationship Management, Suitability Report Writing, Electronic Fact Finds and the added Compliance that accompanies such a shift in the way Firms have had to adapt, the Software has allowed us to migrate our old working methods and streamline all our processes.

    In addition, the Management Information has provided key insight and allowed us to manage and reduce areas of risk. I believe the quality and the ability to adapt the format of the information to meet the needs of your business is unparalleled in the market place.

    From the Advisers point of view, they have adopted the electronic Fact Find and individually seen significant time saving along with increased quality of client facing output. By using the Software and working in a better way the Advisers have access to key information, either remotely or at their desks while the improvement of the client facing output delivered by Plum has meant a greater amount of their time spent focusing on the relationship with the clients rather than administrative functions.”

    Terence Healy
    Compliance Coordinator
    Gracechurch Wealth Management

  • “We have been using Plum Software for eight years, and we rely implicitly on the software for CRM, Compliance, Valuations and Reports, and Remuneration Management and Reconciliation. To comply with the requirements of the regulator, we must have processes that are “Robust and Repeatable”. We have therefore broken down each process into tracks for “Initial assessment”, “Client Engagement”, “Suitability Reporting” and “New Business”, as well as an annual “track” for client servicing, broken down into different client segments. We have a range of different tracks for different product groups, to cover the different steps that need to be applied.
    The net result is a consistent and compliant process, with the ability to produce Management Information to demonstrate that the process has been carried out for each and every case. As soon as one activity is marked as complete, the next one in the sequence appears, until the job is completed. With multiple advisers and administrators, this can mean that each member of staff using the system has a clear action plan being updated in real time, and all similar processes are done the same way. My compliance consultant loves it! I sometimes curse the fact that I have too much to do, but there is always the ability to filter out the lower priority tasks, but they’re still there to make sure they get done!”

    Jonathan Plant
    First Service Financial Limited

  • “The ‘Close Policy Tool’ has massively simplified a convoluted process of where we had to go into multiple screen of Plum for us to changing the status of the policy, changing the policy segment, deleting any future remuneration and zero any fund values. There was also the potential of elements of this process being missed. This can now all be done from one tool and one screen for the user. From data MI and process perspective everything is done and nothing is missed and it is very easy for the user.”

    Clayton Kopko
    Systems Manager




For further information, or to learn more about any of the Plum Software products, please contact your sales representative or call us on

+44 (0) 203 873 5567

Plum Software

Waterside Centre, Birmingham Business Park, 4200 Solihull Parkway, Birmingham, B37 7YN T: +44 (0) 203 873 5567 E:

Plum Software Limited is incorporated in the United Kingdom under company number 02865446 with a registered office of Waterside Centre, Birmingham Business Park, 4200 Solihull Parkway, Birmingham, B37 7YN