Product Overview
One system. One workflow. No duplication.
PlutoIFA is the only financial advisory platform that brings together client management, compliance, advice, and operations in a single, unified system.
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Built on Sage CRM
PlutoIFA is built on the proven foundation of Sage CRM, giving you enterprise-grade reliability with financial services-specific functionality out of the box.
Governed workflows that ensure compliance
Comprehensive client records and history
Integrated document management
Marketing campaigns and client communications
Complete audit trails for regulatory requirements
99%
System Uptime
Global Ready
Multi-jurisdiction & Language-Aware
Designed for firms operating across borders. PlutoIFA natively supports UK and EU regulations, multi-currency operations, and multilingual interfaces.
UK/EU Compliance
Built-in support for FCA, MiFID II, and GDPR requirements with automated compliance workflows.
Multi-Currency Support
Handle clients with assets in multiple currencies with real-time exchange rate integration.
Multilingual Interface
Client-facing portals and documents available in multiple languages for seamless international service.
Complete Platform
Six Pillars of Financial Advisory Excellence
Every aspect of your advisory business, integrated and optimized within a single platform.
Ready to Transform Your Financial Advisory Business?
Join leading financial advisers who trust PlutoIFA to power their client relationships and portfolio management.
