Praemium’s advice solution Plum software and service has automated end to end processes and reduced data input giving you less time on administration, increased efficiency & better service for your clients.

Plum Software gives you more time to focus on what really matters to your business.

Practice management
Plum is part of the Office 365 cloud, a market-leading platform for security, keeping your data between you, your business and your clients safe and your processes compliant. It offers seamless integration into Microsoft Outlook.

Report and plan generation
Deliver your brand and value with ease with scalable professional reporting that will delight your clients.

Remuneration
Track and reconcile all payments from clients to multiple parties. With a simplified remuneration process, your advisers will always know where they are and be paid promptly. You will have a transparent audit trail of accounts.

Lead generation
An efficient system to make sure your calendar is always full.

Client engagement
Everything you need to keep your clients informed & engaged, whilst demonstrating the value of your advice service. Plum allows you to seamlessly deliver professional communications.