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like you do

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Why 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

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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

We are a small but much focused team of 14 people. This means we know our clients very well and allows us to provide a personal touch. Don’t be fooled, between us we have well over 200 years of experience within the industry and many of the team have worked for Plum for a number of years; no churning of staff here! All are extremely knowledgeable about the software, the industry and our clients’ needs.

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

Fact Find and ATR

Building relationships from the start

Make your first interaction with your client as easy as possible by simplifying the experience using Plum.

Make Fact Find easy with comprehensive data entry templates to keep your information current and organised.
Facilitate Fact Find outcomes that can include Net Worth, Assets, liabilities, Income and Expenditure reports with real time flow through to auto populated charts and enable deep analysis.
Cut down Review Fact Find time by auto population directly from the up-to-date client base.
Know your client through reporting tools, management information and file records.
Store and regularly review your clients’ risk profile and attitude to risk.
Store and regularly review your clients’ risk profile and attitude to risk.
Manage all your clients’ personal and investment information from one location.

Sophisticated Client Reporting

Keeping your client informed

Use Plum’s wide-ranging and highly sophisticated level of reporting to champion your service to your clients the way you want

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 pre-set 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

Easy Document Access

Staying consistent

Comprehensive CRM

Managing your client information

Stay on track with the minimum amount of data input and know exactly where you are through the life cycle of leads, prospects and clients.

Don’t miss out on appointments or due dates when using Plum’s CRM functionality which automatically updates connected information
Easily manage meetings, workflows, store and track details from a lead right through the entire client lifecycle.
Make sure you have immediate access to the most up to date information about your clients
View the information you need about your clients using the customisable screen favourites

Portfolio Valuations

Keeping investments up to date

Your clients’ financial lives are always at your fingertips. Plum interfaces with over 50 software and data providers.

Make sure you are viewing the most up to date third party information about your clients so you can give the best advice
Update your client data as often as you need, individually or in bulk
Using the Investor Portal? Keep your client happy with the latest valuations.
Make sure you have the entire range of information about your client with Plum’s most comprehensive range of investment data.

Investor Portal

Enhancing your value

Be responsive to client expectations for more digital services. Engage with them and show them you are at the forefront with the new Investor Portal.

Be at one with your client by both being able to view the same page.
Provide up to date and timely investment information to your client.
Give your clients access how and when they prefer on mobile, tablet or desktop.
Facilitate the necessary processes with interactive data flow.
Easily manage all your clients through the Client Dashboard.

Are you a mortgage or pensions specialist?
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Helping Administrators

Letter and Text Tools

Standardise your message

Be more productive by using Plum’s comprehensive suite of tools to help you simplify the whole range of letter management processes.

Create document templates which can be reused again and again and merge data from anywhere across your Plum database.
Alternatively, create standard packs of text and data to integrate into forms, reports and letters.
Reduce data input with automatic task updates when letters are emailed, ensuring you are compliant and you don’t have to remember to do it!

Remuneration and RMAR

Manage and report on fees

Drastically reduce the time you spend working on all the tasks related to remuneration management with Plum’s automated processes.

Manage simple and complex payment structures to suit your business needs covering the full range of earner types with Plum’s vast range of variables.
Save valuable time and improve accuracy by using the automatic electronic upload for remuneration data from providers.
Remove the tiresome reconciliation with the auto-match to your expected remuneration.
Make RMAR reporting and Gabriel returns streamlined using Plum’s functionality to automatically calculate and populate the correct headings and categories for you to enter the aggregated totals straight into the return.

Document Management

Organise your files

Make sharing information and compliance easier with centralised document storage.

Use the virtual filing cabinet to store documents created within Plum or scan in from other sources.
Save time by indexing documents for easy retrieval and sharing.
Be compliant with version control.
Improve your service to your clients with a secure portal to enable them to upload and download sensitive documents.

Diary Management

Structure your work

Take control of everyone’s working day using Plum’s straight forward Diary Management tools.

Keep yourself and your team organised with Plum’s Diary and day to day ‘to do’ lists and reminders.
Be aware of what team members need to do and review progress at all times with the task assignment and management feature.
Reduce input and keep processes rolling smoothly with the Diary and Tracks integration functionality.
Make sure you are compliant with fully auditable Diary entries.

Workflows

Standardise your processes

Take control of your regular processes, avoid delays and know what needs actioning at any time with Plum’s “Tracks”.

Easily create and set up workflows with user definable activities,
Reduce duplicated input with fully interactive Tracks which automatically update other Plum features
Control user access with highly flexible user permissions to suit colleagues needs and maintain data integrity
Create individual views to search, filter and monitor. Add or remove steps when the process requires adjustment.

Use Tracks as a great tool for analysis.

Data Management

Maximising value

Maximise the value of the information you put into your software by using the “Data Viewer” for in depth analysis and reporting.

Easily retrieve all data from within Plum to generate excellent management reports.
Create templates of data in the required format that can be used time and again.
Analyse data and produce graphical output for various reports.
Create your own style business registers, KPIs, performance and compliance data.

Helping Practice Managers

Campaign Management

Drive new business

Drive new business and deliver client focused and effective marketing strategies quickly and easily.

Make sure you target the right client segment using Plum’s easy to use “Search and Select” tools.
Straightforwardly compile mailshots or e-shots using pre-set templates, configurable client lists, data and reports and documents from the database.
Monitor response to know if you are reaching your mark with lead tracking tools.

Tasks and Workflows

Manage your team

Management Information

Analyse your business

Easily analyse your complete business activity with simple to set up Date Viewers and MI reporting.

Improve information review by using the comprehensive Data Viewers on any screen.
Design screens and create custom reports to provide accurate, real time MI for your business.
Utilise the many provider links and 3rd-party integrations to review valuations, policy updates, price and asset allocation data, pension and mortgage calculators, risk products, quotation engines and product sourcing.

Our Service

0%

of helpdesk enquiries are completed in a single call

0+

webinars per year on user-driven topics

0+

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

News & Views

Click on the links below to view documents

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 Healy
Compliance Coordinator
Gracechurch Wealth Management
“My compliance consultant loves it!”
Jonathan Plant
Director
First Service Financial Limited

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) 24 7622 8888

Plum Software

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

Software that works

like you do

TIP THE BALANCE IN YOUR FAVOUR

FIND OUT HOW

Call +44 (0) 24 7622 8888

Software that works

like you do

TIP THE BALANCE IN YOUR FAVOUR

Why Plum Software?

Investor Portal

Your client's entire financial life in one place

Your brand

Painless and accurate valuations

50+ automated provider links

3rd Feature

About Plum Software

Our Background

Our Team

Features / How can plum help you?

Helping Advisers

Fact Find and ATR

Sophisticated Client Reporting

Easy Document Access

Comprehensive CRM

Portfolio Valuations

Investor Portal

Helping Administrators

Letter and Text Tools

Remuneration and RMAR

Document Management

Diary Management

Workflows

Data Management

Helping Practice Managers

Campaign Management

Tasks and Workflows

Management Information

Our Service

Webinar Feedback

News & Views

Click on the links below to view documents

What people say

Partners

Contact

+44 (0) 24 7622 8888

Plum Software

Software that works

like you do

TIP THE BALANCE IN YOUR FAVOUR

50+ automated
provider links