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Advisor, head to head

Briefi vs Plutosoft

These do different jobs, and many practices could use both. Plutosoft is an advice platform: a CRM and advice production system for advisers, a client portal and a licensee hub. Briefi runs the client conversation around it: the meeting, the fee consent journey, signing and a portal. Briefi does not produce advice documents, model a position or connect to Plutosoft. If you need one platform for the advice process, that is Plutosoft. If your gap is the conversation and the fee paperwork around the meeting, look at Briefi.

ReviewedLast reviewed 15 October 2026. Plutosoft facts checked 15 October 2026

Choose Plutosoft if

  • You want a CRM and advice production platform for the practice12
  • You want licensee tools such as template management and file audits2
  • You want data feeds from platforms such as Hub24, Netwealth and BT1

Choose Briefi if

  • You want client meetings prepared, written up and followed up today
  • You want every ongoing fee tracked, with the day its consent is due
  • You want the guide, the fee agreement and the consent signed in one link
At a glance

Briefi Advisor and Plutosoft, side by side

What each does today. Every line about Plutosoft links to the page it came from.

Briefi Advisor compared with Plutosoft, by feature group
Briefi AdvisorPlans from A$89 a monthPlutosoft
Meetings
Meeting notes and transcriptionBriefi AdvisorYesA brief before you meet, a recap after, a follow-up drafted for you to check and actions with an ownerPlutosoftListed as coming nextIts AI webinar page lists “File Notes & Transcription” as coming next4
Advice and clients
Advice documentsBriefi AdvisorNot producedBriefi does not write the Statement of Advice. The advice stays with you and your licensee.PlutosoftYesAdviser Hub lists producing advice documents “in minutes not days”2
Client portalBriefi AdvisorAdvisor plansOff by default for each workspace. Clients see their fee arrangement if you switch it on, and upload what you ask for.PlutosoftYesA firm-branded Client Hub with projections, portfolio view, fact find, risk questionnaire and a document vault1
Platform data feedsBriefi AdvisorNot connectedBriefi has no connection to Plutosoft or to platforms. Your team records each fee and policy.PlutosoftYesFeeds from AUSIEX, BT, Hub24, Insignia, MLC, Netwealth, Praemium and Sentinel, among others1
Data
Where your data is heldBriefi AdvisorStored in SydneySome processing uses providers overseas. The Security page lists them.PlutosoftOracle data centre in AustraliaIts privacy policy says the environment is hosted on an Oracle data centre in the Commonwealth of Australia5
Yes, todayPartly, or on another planNoNot stated

Plutosoft produces the advice. Briefi runs the conversation around it. A row appears only where Plutosoft’s own pages say something we could check. Those pages were read through a summarising tool, so check Plutosoft directly before you decide.

Where Plutosoft wins

When Plutosoft is the better choice

If any of these decides it for you, Plutosoft is likely the better fit today.

Platform

One system for the advice process

Plutosoft describes one system for the entire advice process, with an Adviser Hub, a Client Hub and a Licensee Hub. Briefi is not a CRM or advice production system.12

Feeds

Platform data feeds

Plutosoft lists feeds from eight named platforms and providers, among others. Briefi has no connection to platforms.1

Licensee

Tools for a licensee

The Licensee Hub covers dealer group management and oversight, with template management and file audits.2

Assurance

ISO 27001 and Australian hosting stated

Plutosoft states it is ISO 27001 certified, and its privacy policy says it is hosted on an Oracle data centre in Australia.35

Where Briefi is different

The meeting, the fee and the consent on one record.

Briefi was built for practices that meet the same households every year. It does not replace your advice platform. It covers what happens with the client around it.

  • Every ongoing fee, and the day its consent is dueAdvisor

    A register of every ongoing fee arrangement with a reference day. Whether consent is current, open, due or lapsed is worked out each time, with a window from 60 days before to 150 days after the anniversary.

  • The guide, the fee agreement and the consent signedSign

    Financial Services Guide, privacy statement and advice fee agreement go out in one link. The wording is your licensee’s, filled in by you, and each client signs for themselves.

  • Annual review journeys and document listsAdvisor

    The work for each review laid out from the reference day, with document requests to the client and the policies you placed kept beside it.

  • Meetings that feed all of itMeetings

    A brief before the meeting, a recap after with actions that have an owner, and a follow-up from your own mailbox.

Briefi does not produce advice documents, does no modelling and has no connection to Plutosoft. Its written output is in English only, and identity checks are not available yet.

Pricing

Pricing compared

Briefi charges a monthly price for each plan, with the seats and allowances set out on the pricing page. Plutosoft publishes no prices.

Advisor Solo
From A$89 a month
  • 100 form requests per user each month
  • 10 capture hours each month
  • Monthly or annual billing
Figures from Briefi’s live price list
Plutosoft
From Not published; book a demo
  • Plutosoft’s home page directs you to book a demo and shows no prices
Checked on 15 October 2026. Source 1

Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.

Questions

Briefi and Plutosoft, asked often

Can Briefi replace Plutosoft?

No, and it is not meant to. Plutosoft is an advice platform. Briefi handles the client meeting, the fee consent journey, signing and a portal around it. It does not produce advice documents.

Can we use both?

Yes. Many practices could run Plutosoft for the advice and Briefi for the conversation. There is no connection between them, so your team records each fee, policy and date in Briefi.

Does Briefi record and write up meetings?

Yes. Briefi prepares a brief before the meeting and writes a recap after it, with a follow-up drafted for you to check. Plutosoft lists File Notes and Transcription as coming next.

Where is my clients’ data stored?

In Briefi, stored in Sydney. Some processing uses providers overseas. Sensitive content is encrypted with a key held for your workspace. The Security page lists the providers and where they are.

How does the annual fee consent work in Briefi?

Each ongoing arrangement has a reference day. Briefi works out from it, and from the consents recorded, whether consent is current, open, due or lapsed, using a window that runs from 60 days before each anniversary to 150 days after. Your licensee’s own rules and your own advice on the law come first.

Try it

Bring a household with a fee consent coming up. See its next three months.

Start free trial Advisor Solo from A$89 a month

Sources and review

Last reviewed 15 October 2026. Facts about Plutosoft come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.

Seen something out of date? Write to support@briefi.sh and we will check it.

  1. 1Plutosoft, home page. https://plutosoft.com.au Checked 15 October 2026.
  2. 2Plutosoft, solutions. https://plutosoft.com.au/solutions/ Checked 15 October 2026.
  3. 3Plutosoft, about. https://plutosoft.com.au/about/ Checked 15 October 2026.
  4. 4Plutosoft, AI webinar. https://plutosoft.com.au/plutosoft-ai-webinar/ Checked 15 October 2026.
  5. 5Plutosoft, privacy policy. https://plutosoft.com.au/privacy-policy/ Checked 15 October 2026.

Briefi’s own pages

  1. B1briefi.sh/advisor. https://briefi.sh/advisor
  2. B2briefi.sh/for/financial-advisers. https://briefi.sh/for/financial-advisers
  3. B3briefi.sh/security. https://briefi.sh/security