



Software that works
like you do
TIP THE BALANCE IN YOUR FAVOUR
FIND OUT HOWWhy Plum Software?
Investor Portal
Keep your clients engaged with their finances and with you.
Your client's 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.


50+ automated
provider links
REDUCE MANUAL VALUATION UPDATE BY USING PLUM’S ACCESS TO ONE OF THE LARGEST NUMBER OF PROVIDER LINKS AVAILABLE.
- Reduce the time spent manually inputting data with a large range of automated links to providers.
- Make sure you are reviewing the most recent data by importing valuations from providers and platforms as often as you like.
- Reduce time spent on client enquiry by providing your clients with updated investment valuations through the Investor Portal.
- Streamline processes by using up to date values to calculate your fund renewal and ongoing adviser charges.
3rd Feature

About Plum Software
Our Background
Plum Software is a leading provider of back-office solutions for the entire financial planning office. We attribute over 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 providing 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
For the last 18 months, Plum has also had access to Praemium’s breadth of talented staff across all business units and has drawn on that resource to develop and hone its service, particularly the training tools and online support.
Our Senior Sales Manager, David Felix-Davies is one of the founders of Plum and has worked with Plum’s clients for over 23 years ensuring the software suits users’ needs. He is joined by Peter Hall with over 18 years’ experience in sales for leading insurers and platform managers.
Our implementation team has 2 full-time people who work very efficiently to get clients on board. We have a handpicked specialist recruited from Pearson Education Services to expertly craft the training tools. Once you are up and running our 3 man support team man the phones to help with any queries and issues.
Behind the scenes, but absolutely essential we have 5 developers to build and support 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.
Features / How can plum help you?
Helping Advisers
Helping Administrators
Helping Practice Managers
Our Service



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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) 24 7622 8888
Plum Software
Sherbourne House, Humber Avenue, Coventry CV21 2AQ
T: +44 (0) 24 7622 8888
E: crmsupport@praemium.com



