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Plum Software (a Morningstar company)

Willingness to recommend

3.19/5

Integrations

3.19/5

Value for money

3.5/5

Service

3.81/5
Based on 16 reviews

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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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Ownership:

Plum Software was previously owned by Praemium. From 30th June 2022, Praemium UK and Praemium Intl were acquired by Morningstar.

NextWealth analysis

Plum Software doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives more reviews on our directory, we will offer an expanded view. Reviews suggest a general malaise with integrations but also a real sense that the back office system isn't getting the needed investment. One financial planner said: "Plum is not very good anymore so we are in the process of moving."

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Integrations

Based on 16 reviews
3.19/5

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Integrates One Way

Integrates Both Ways

Cash Management
Cashflow Modelling
Client Portal
Other
Platform
Research
Risk profiling and suitability

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

Reviews

Willingness to recommend
Integrations
Value for money
Service
Covers our business and client needs.
Anonymous May 2022

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Willingness to recommend
Integrations
Value for money
Service
Ok but not great
Anonymous May 2022
Willingness to recommend
Integrations
Value for money
Service
It was an upgrade from old plum. It ticked all our boxes on what we were looking for. No problem with integration either. It's developing all the time so satisfied for now
Anonymous May 2022

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