Plum to roll-out adviser roadshows

clock

Plum Software will run a series of roadshows for IFAs around the country demonstrating how its latest software can help with client management.

The roadshows start at the end of November and aim to show the benefits of upgraded software that Plum says will improve the adviser's time-keeping, management and client services. New functions enable advisers to design their own screens, work on several clients simultaneously and manage administration more effectively through letter writing and diary scanning. Plum says automated commissions and checks of fund-based renewal will save the client hours of time. Ann Dempster, managing director, Plum, says: "We've put a lot of time and thought into improving the usability and capabil...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Are AI tools the new robo advisers?

Are AI tools the new robo advisers?

Reform not replacement

Laura Miller
clock 07 April 2026 • 8 min read
Why the integration of AI in financial advice should focus on workflows, not wow‑factor

Why the integration of AI in financial advice should focus on workflows, not wow‑factor

'The biggest demand is not for more insights, but for less administration'

Mark Rendle
clock 31 March 2026 • 4 min read
Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Calm Authority built by financial planners for advisers

Sophia Panayi
clock 30 March 2026 • 3 min read