21 April 2023 10:47
Plutosoft has launched ‘Bulk Activities,’ a functionality that allows advisers to bulk produce client reports.
In an update sent out on Friday morning, Plutosoft said clients can read and accept the recommendations digitally on its client hub portal, and recommendations can be tailored to each client.
Fee Disclosure Statements and review reports can also be ‘bulk produced’.
The functionality is designed to make ongoing advice faster, easier, and more efficient for financial planning firms.
client hub portal, client reports, fee disclosure statements, Financial Advice, financial planning, functionality, plutosoft
Despite geopolitical turbulence, markets are avoiding short-term turmoil and reacting to the underlying fundamentals showing the strength of major economies, a pair of AMP investment executives told the Professional Planner Managed Accounts Decoded podcast.
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