Intelligent Financial Advisory Platform
PlutoIFA connects advisers, clients, and back office teams through a unified, AI-powered ecosystem integrated with Sage CRM.
A better way to run advice operations
PlutoIFA brings client relationship management, advice workflows, communications, documents, and compliance together in one connected environment. Instead of relying on disconnected tools, spreadsheets, and manual follow-ups, firms can run a more consistent, auditable process across advisers, clients, and back office teams.
AI
PlutoIFA uses AI to augment advisers — it handles the heavy lifting around meetings, records, and follow-ups, while humans keep the judgement calls.
- Transcribe calls (e.g., SharePoint/Teams) and store transcripts/notes securely in CRM records
- Summarise meetings, emails, and documents to highlight actions, risks, and follow-ups
- Support content creation (client documents, performance summaries, explainer videos, regulatory reporting)
Integrations
PlutoIFA is built on Sage CRM, so communications, documents, workflows, and audit trails live where advisers already work — not scattered across tools.
- Sage CRM foundation: centralised, auditable records for communications, documents, and workflows
- Meeting + comms integrations: Teams/SharePoint transcription and linked interactions (emails/calls/Teams)
- Marketing + document integrations: Mailchimp campaigns and Adobe DocuSign for client-facing documents
Portals
PlutoIFA’s digital experience is delivered through role-specific portals: a backoffice portal for governance and oversight, an adviser portal for day-to-day advice, and a client portal (plus mobile app) for self-service.
- Adviser portal: valuations/alerts, meetings/tasks, planning & cashflow, onboarding and ongoing suitability
- Backoffice portal: governance and oversight to keep processes consistent and auditable
- Client portal + app: self-service profile/valuations, secure comms, document upload, service cases, updates/news
Built on Sage CRM, PlutoIFA is designed for IDD and MiFID firms that need structure without slowing people down.
Why firms need this
Why modern advice firms need more than a CRM
Reduce manual administration across onboarding, reviews, and follow-ups
Improve oversight with workflow-driven, auditable processes
Keep communications, notes, and documents tied to the correct client record
Support consistency across advisers, teams, and jurisdictions
PlutoIFA helps firms standardise the way work gets done, so service delivery is more scalable, more visible, and easier to govern.
AI: captured, consistent, compliant
Built to support, not replace
Every AI output is designed to enhance your expertise—never bypass it
Meet
Summarising meetings, emails, and documents to highlight actions and risks
Transcribe
Transcribing meetings and storing outputs securely against CRM records
Act
Makes information easier to act on by preparing reviews with clearer visibility into open items, performance summaries, and other service content
File
Deals with the paperwork so your team can focus on advice by supporting the creation of internal reports and client-facing documents
Three Portals, One Ecosystem
Purpose-built interfaces for every role in your financial advisory business.
Integrations
Unified integrations, governed by design
PlutoIFA acts as a governed advice and compliance layer above the core systems your firm already uses
Brings data, activity, documents, and communications into one connected workflow inside Sage CRM
Supports a more consistent and auditable approach to onboarding, reviews, suitability, reporting, and ongoing servicing
Reduces reliance on disconnected tools, inboxes, and manual workarounds
Aligns with PlutoIFA’s wider model of one governed system across the full client lifecycle
Connects communications, records, workflows, and digital experiences in a single environment
One lifecycle. One record. Complete governance.
PlutoIFA connects your financial advisory ecosystem through six integration families
Every integration is tied back to a single client lifecycle and a single client record
Each integration is designed to reduce manual effort, improve data quality, or strengthen compliance
Integrations are chosen for practical value, not added for the sake of more software
The goal is one governed workflow supported by the right external tools
External systems are connected only where they add meaningful operational or compliance value
Designed for firms that need consistency across markets
PlutoIFA is built for firms operating across jurisdictions and service models. With language-aware data and support for cross-border advisory models, it helps firms deliver more consistent client-facing processes while maintaining governance behind the scenes.
Run advice operations with less friction and more control
PlutoIFA helps firms reduce duplication, strengthen governance, and give advisers a more efficient way to work. Whether you are looking to modernise onboarding, improve ongoing reviews, centralise records, or create a better client experience, PlutoIFA provides the operational framework to support it.
