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Home Practice Management System Plum Software (Praemium)

Willingness to recommend

2.64/5

Based on 21 reviews

Plum Software (Praemium)

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Value for money

4/5

Support

4.4/5

Integrations

3.8/5

Based on 5 reviews

Plum Software has been within the UK Independent Financial Adviser market for over 20 years. Through this time the software has developed to provide a CRM system and financial planning software. As a modern back office system, Plum Software ensures a truthful and streamline process. Furthermore, the software has formed a wide range of third-party data feeds and interfaces across the pensions, mortgage and investment markets.

NextWealth view

16 advisers said they use Plum as their back office tool, among the 420 who rated back office systems. Those 16 advisers gave mixed reviews of Plum with an average score of 4.9 out of 10 on willingness to recommend to colleagues. This is a poor showing. Reviews suggest a general malaise with integrations but also a real sense that the back office system isn't getting the needed investment. One financial planner said: "Plum is not very good any more so we are in the process of moving."

Ownership:
Parent company Praemium Group is publicly listed on the Australian Stock Exchange.

Integrations

3.8/5
Based on 5 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

No other integrations available.

No integrations available for Platform

No integrations available for Research

No integrations available for Suitability Profiling

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Plum Software (Praemium)
3/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
No comment left by user
Anonymous June 2020
4/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
5/5
Service
Good options available
Anonymous March 2020
1/5
Willingness to recommend
4/5
Integrations
4/5
Value for money
4/5
Service
No comment left by user
Anonymous March 2020
3/5
Willingness to recommend
2/5
Integrations
3/5
Value for money
3/5
Service
could improve
Anonymous March 2020
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
No comment left by user
Anonymous March 2020

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