As part of our series of practice management reviews, AT8's Mark Loosmore looks at Plum Software's latest offering.
In our practice management survey, Plum Software was among the leaders in terms of the breadth and depth of functionality. However, it is not the functionality that defines the firm; it is instead the culture of the company. Plum has been in business since 1993, and before this time Ann Dempster ran and part owned Fairs Software in Newcastle. She is steeped in the world of IFAs and mortgage brokers and knows their needs and working practices in minute detail. Plum is best suited for small- to medium-firms and doesn’t have the scale, resources or structure to manage large implementation p...
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