• The Platformplus story

A proud history of advice excellence

For over 25 years we have proudly developed advice-centred technology in the pursuit of financial advice excellence.

Advice technology is the backbone of success for an adviser and their practice.  It is the critical link between client, adviser, and the exchange of the information vital to the development and implementation of quality advice.  It’s also the driver of practice growth.  The Platformplus team draws on over 100 years of combined experience in advice excellence, delivering technology solutions that truly support the advice process.

Meet our development team

Our development team is an integral part of the success of Platformplus.  Not only are they talented developers, each team member fully understands the financial advice process and the desired client experience. This means our developers can rapidly create solutions and improvements that reflect the evolving financial advice space, delivering significant efficiencies to your day-to-day operations.

We see this as a direct and unique benefit of our development team working directly with every type of user – from advisers and paraplanners, to client service officers, office managers and compliance teams.

Meet the advisers using Platformplus every day

Advisers all over Australia use Platformplus, as do their client service officers, paraplanners, office managers, and of course their clients via the Client Portal.

We’ve designed a system that serves all participants in the financial advice process – a single, shared solution that works effectively and efficiently for everyone.