The Adviser Portal: everything you need, in one place
PlutoIFA’s Adviser Portal brings your day-to-day advice work into a single, workflow-driven system—so your processes live in the platform, not in someone’s head.
Day-to-day advice workflows & compliance on Sage CRM
Human-led advice, augmented by AI
PlutoIFA is built for modern advice firms that want to scale without scaling headcount, reduce risk without slowing advisers down, and run consistently across advisers and jurisdictions.
In the Adviser Portal you can:
Monitor clients with valuations, alerts, and notifications
Stay on top of the day with meetings, tasks, and outstanding actions
Plan and advise using financial planning, cashflow, retirement and goal-based tools
Manage the client lifecycle from onboarding through periodic reviews and ongoing suitability
Keep documents and records complete, centralised, and review-ready
Built for IDD & MiFID advice firms on Sage CRM
PlutoIFA unifies client relationship management, advice workflows, and compliance on Sage CRM—supporting IDD and MiFID firms across execution-only, advisory, and discretionary management models.
What you can do in the Adviser Portal
1
Start the day with clear priorities
See review priorities, client alerts, and what needs action—without hunting through email threads or “final_v7_really_final.xlsx”.
2
Prepare for meetings faster (AI-assisted)
Pull together a complete picture of the client by summarising communications across meetings, emails and documents, and highlighting open actions, risks, and follow-ups.
3
Capture meeting outcomes automatically
Transcribe video calls (e.g., via SharePoint/Teams), store transcripts and notes in CRM records, and link outputs to the correct client file—so documentation happens as you work.
4
Run onboarding & reviews through governed workflows
Move clients through onboarding, periodic reviews, and ongoing suitability using workflow-driven, auditable processes—reducing key-person dependency and keeping records consistent.
5
Deliver advice & planning with confidence
Use built-in risk profiling and suitability support, financial planning and cashflow modelling, plus retirement and goal-based tools—connected to your end-to-end client lifecycle.
6
Finish the day “compliance-done”
With notes, actions, follow-ups and records captured along the way, compliance and documentation are already done—everything stored, auditable, and up to date.
Key capabilities
Document management
Reduced manual reconciliation through a single operating layer
Support for adviser commissions and provider commissions
Secure document storage, templates, and version control
Shared libraries plus client statutory records with secure access and version control
Communications & records
Internal reporting that can draw on meetings, emails, and documents for context when needed
Emails, calls, and Teams meetings linked to client records
Notes/actions stored centrally and auditable
Multi-jurisdiction ready
Language-aware data
Cross-border advice support (UK/EU)
Automation & controls
Task generation, ownership, and monitoring
Workflow-driven onboarding, reviews, and exits
Alerts for expiring/required documents (e.g., ID, passport, mandates)
Clear prompts for “what happens next” through lifecycle stages
AI that supports advisers (not replaces them)
PlutoIFA uses AI for the work advisers shouldn’t have to do manually: transcription, summarisation, action extraction, and content creation (including client-facing documents and performance summaries). The adviser stays in control—AI just does the admin heavy lifting.
Frequently asked questions
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