Plum Software

Why Plum?

Available through the secure cloud or locally on your own server, Plum Software makes back-office management and compliance a breeze. Plum Software uses the latest Microsoft tools and integrates with Outlook. The core of Plum Software is the Diary, from where you can manage:

  • To Do lists
  • Contacts
  • Documents, including emails, faxes, scanned documents, voice recordings etc.
  • New business register and FCA reporting
  • Workflows
  • Compliance
  • Management information
  • Letter writing and templates
  • Fees, including with flexible charging
  • Pop up
  • Reminders

With Plum you can:

  • Scan documents directly into the CMS and index for quick retrieval
  • Run the full reporting suite, including client-facing reports with graphs and user-definable reports. These can be branded with your logos, fonts and text.
  • Access over 50 provider links for fund details, using a single enquiry
  • Design and track events, assign tasks and workflows
  • Automatically reconcile remuneration and fees and access FCA reporting information, including Gabriel reports
  • Easily link group schemes to members, create and update member details with associated reporting and management for Auto-enrolment schemes

Key features:

  • Integrated financial planning tools with what-if scenarios and projections graphics
  • Full integration with many products, including Voyant, Truth, Capita, Distrbution Technology, Morningstar, Analytics, Trigold, Exweb, Mortgage Brain, MTE, Webline, Assureweb, Paymentshield, Select and Protect, GB Group (for money laundering)
  • Mortgage functionality for use by mortgage-only brokers
  • Plum licenses are multi-user and concurrent, which means you only pay for the number of users at any one time. Each user has their own access level and profile.
  • Your data is kept separate and completely secure, with regular backups taken and available upon request.

Above and beyond:

  • Plum holds regular user meetings free of charge to clients, where we introduce new features and encourage feedback from you.
  • We offer extensive training to make sure you are comfortable using the software.
  • Our helpdesk is available at local line rates. Calls are personally answered and you are served by experts.

Approximately 95% of helpdesk questions are answered in a single call.

Plum Partners

Resource Centre

Contact Praemium

Level 17 AON China Building
29 Queen's Road Central
Hong Kong

+852 3586 8233