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Plum Software (a Morningstar company)
Willingness to recommend
3/5
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."
Integrations
Based on 21 reviews
3.05/5
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
Reviews
Willingness to recommend
Integrations
Value for money
Service
ITS OK
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
October 2022
