Any asset. One view. Sophisticated wealth management tech for the astute adviser.
Plutas is a leading financial services provider dedicated to transforming wealth management through innovative technology. With a focus on delivering a complete end-to-end digital experience, Plutas empowers financial advisors and their clients to achieve maximum productivity and returns. The Plutas platform offers integrated account management functionality, providing extensive choice and simplicity. Located in Melbourne, AU, Plutas is committed to improving efficiency for investment managers and financial advisors while enhancing client interaction through intuitive digital tools.
The secure, cloud-based digital platform offered by Plutas is built on open architecture with published APIs, developed by a team of Australian experts. By harnessing mobile technology and providing customized services, Plutas makes it easier for investment professionals to meet the evolving needs of their clients. Plutas is dedicated to delivering cutting-edge solutions that drive success in the financial industry.
Plutas continues to set new standards in wealth management technology. The company’s dedication to innovation and client satisfaction positions it as a trusted partner for financial advisors. We invite the management team at Plutas to create a customized and exclusive company showcase and product listing on our platform, further highlighting the company's unique offerings and capabilities.
Compare Plutas with 3 companies in Financial-Services
| Comparison Field |
PlutasMain Company |
Delta Smarts Ltd.View Profile |
HUB24 LimitedView Profile |
Value4YouView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2012 | 2015 | |
|
Company Size
|
— | 11-50 | 501-1,000 | 2-10 |
|
City
|
Sydney, NSW | Roma, Laz. | ||
|
Country
|
Australia | |||
|
Skills & Keywords
Comparing with main company
|
11 Total Skills
Financial Services
Wealth Management
Fintech
Investment Platform
Digital Experience
Account Management
Financial Advisory
Platform software
Administration
Online account access
Client portal technology
|
7 Total
7 Unique
Unique Skills:
Accountant
Accounting
Auditing
Consulting
Financial Software
Management
+1
|
14 Total
14 Unique
Unique Skills:
Account-based pensions
Direct market trading
ETFS
Group & retail insurance
Investments
LICs
+8
|
16 Total
16 Unique
Unique Skills:
Accounting
Blockchain
Business
Business Plan
Coaching
Consulting
+10
|
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