Tech review: Mark Polson on Plum Software

Entirely without meaning to, the last couple of columns have started a theme on back office systems. We continue the theme this week with Plum Software. Plum is an interesting proposition in lots of ways. Its user numbers are a long way behind the ‘big two’ of Avelo and IntelliFlo and, in my asking around for this column, it seems to really polarise advisers. Those against it bemoan usability, a dated look and feel, and a particular way of doing things which isn’t to their taste. Those for it praise the functionality, the technical knowledge of adviser businesses shown by the Plum ...