THE CHALLENGE
Plutus is a financial services firm specialising in self managed super funds (SMSFs), with teams based in
Australia, India, and the Philippines. Their processes relied heavily on spreadsheets for managing complex
financial calculations and structuring client data. Staff would manually enter information across multiple
sheets, then assemble proposals and compliance documents by hand. This approach was not only time consuming but also error-prone, creating risks in an industry where accuracy and compliance are critical.
Plutus needed a system that could handle the sensitive, data-heavy nature of financial services while
automating client onboarding, data collection, and proposal generation. The goal was to move beyond
spreadsheets to a robust, secure platform that supported both their local and overseas teams.
THE SOLUTION
Relevate partnered with Plutus to design a bespoke financial services system within Zoho. At the heart of
the build is Zoho CRM, customised to manage the entire client journey – from initial enquiry to ongoing
reviews. The platform captures extensive financial data securely, with encryption applied where necessary, and
feeds that data directly into branded proposal templates.
Automated mail merge functionality means proposals can now be generated and delivered to clients quickly and accurately. The system also supports fact-finding workflows, ensuring advisers gather all necessary financial information in a structured way before creating the final recommendations. With this foundation in place, Plutus will have a single source of truth for all client data, replacing the reliance on spreadsheets and enabling far greater efficiency.
THE OUTCOME
Plutus now has a secure central hub for client data, replacing their reliance on spreadsheets. Proposal
generation has been automated through branded mail merge templates, reducing manual effort and improving
accuracy. With the system about seventy percent complete, the business is already benefiting from structured
workflows and greater efficiency. Once finalised, the platform will streamline fact-finding, annual reviews, and
compliance, providing a scalable foundation for future growth.
