AdviceTech Podcast 98 – Plutosoft Update

Produced By: Ensombl

Earn 0.50 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.50 CPD Pts

Complete the quiz to earn 0.50 CPD Points

Quiz

Podcast

AdviceTech Podcast 98 – Plutosoft Update

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.50 CPD points.

1. Which of the following is a key benefit of using data feeds in financial planning software?

Manual portfolio rebalancing
Up-to-date client portfolios and seamless advice generation
Limiting client information to advisors only

2. What is one major advantage of using a secure client portal for communication and document exchange?

Reduces face-to-face client meetings
Eliminates client data tracking
Enhances security and provides real-time client updates

3. Why is multi-factor authentication (MFA) important in financial services technology?

It allows faster data entry
It improves data security by adding an extra verification layer
It automates compliance checks

Details

In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft and how it’s grown, their focus on onboarding and change management, robust cyber security measures, new functionality, and client success stories.

Accreditation Points Allocation:

Technical Competence 0.2

Client Care and Practice 0.1

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 98 – Plutosoft Update

Podcast

AdviceTech Podcast 98 – Plutosoft Update

Quiz

Details

Learning Outcomes

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