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

Ahmed Bawa: AI must support, not replace, advisers

Ahmed Bawa: AI must support, not replace, advisers

'Just because AI can - in theory - perform a particular role, we need to ask whether it's a good idea'

Ahmed Bawa
clock 05 August 2026 • 4 min read
Mills' AI market power warning – is this the Uberisation of advice?

Mills' AI market power warning – is this the Uberisation of advice?

'The Mills Review stated the threat and now is the time to respond'

Joseph Twigg
clock 05 August 2026 • 4 min read
Is this it? What CEOs need to see from AI

Is this it? What CEOs need to see from AI

The public conversation about AI and jobs has been oddly naive. On one side, existential panic about mass unemployment. On the other, breezy reassurances that AI just makes us all a bit more productive. Both miss the point, writes Samantha McBride

Samantha McBride
clock 04 August 2026 • 3 min read