Why Plum Software?
Service, support and a personal touch
IF YOU CAN’T CONFIDENTLY NAVIGATE YOUR SOFTWARE, WHAT USE IS IT REALLY?
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.
our clients are saying...


50+ automated
provider links
REDUCE MANUAL VALUATION UPDATES – PLUM OFFERS ONE OF THE LARGEST NUMBER OF PROVIDER LINKS AVAILABLE.
- 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
USE PLUM’S WIDE-RANGING AND HIGHLY SOPHISTICATED REPORTING TO CHAMPION YOUR SERVICE TO YOUR CLIENTS.
- 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
Helping Administrators – making it easy to be efficient
Helping Practice Managers – all the information you need at your fingertips
Our Service



Webinar Feedback
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
What people say
Testimonials
Partners
Contact
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: crmsupport@praemium.com
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