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Plum Software (Praemium)
Value for money
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.
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."
Parent company Praemium Group is publicly listed on the Australian Stock Exchange.
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
Integrates One Way
Integrates Both Ways