General Contact Information
Sales Contact: Ann Dempster - Use this form to contact Ann.
Address: Plum Software Ltd, Sherbourne House, Humber Avenue, Coventry. CV1 2AQ
Telephone: 0845 345 8456 (local rate) / 024 7622 8888
About Plum Software
Recent surveys show that technology is now viewed as the essential solution to managing the growing complexities of a financial services business. That is why more than 3000 firms with over 10000 users have had Plum Software installed to manage their personal and business clients. But as you will discover Plum Software is also an essential tool in generating more sales, improving client service and cutting costs.
Whether you are a general or specialist adviser in mortgages, pensions, investments, protection or general insurance, our software will put you in complete control of your business, enabling you to plan and deliver effective sales and marketing strategies, efficiently complete administrative tasks and analyse your business.
Time is your most valuable asset, and we believe that the more time you have the more you are able to concentrate on client contact, enabling you to increase sales and improve service. This is why Plum Software is designed to deal with the basic tasks creating a less-paper office and helping you to get more done in less time.
Because every business is unique, Plum Software is designed with a host of user definable options. You decide how much or how little detail to record. The Data Viewer allows you to filter and design output to meet your requirements all in a concise and easy to understand format. You can create instant summaries, reports and attractive graphical presentations, all easily editable in Microsoft Word, giving you a competitive edge in winning business and retaining clients.
We can install Plum Software on your own computers and networks, but a growing number of advisers are now opting to let us take care of all the technology by using our secure ASP service, accessing the software over a secure internet connection and giving them even more time to manage their business instead of managing computers.
And of course with the growing burden of FSA compliance requirements, including the Mandatory Electronic Reporting, using Plum’s fully compliant software means that all these requirements are mostly taken care of automatically.