Plum Software (a Morningstar company)
Willingness to recommend
About the provider
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.
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Plum Software was previously owned by Praemium. From 30th June 2022, Praemium UK and Praemium Intl were acquired by Morningstar.
Integrates One Way
Integrates Both Ways
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 Risk profiling and suitability