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Many financial planning companies have spent years searching for a customer relationship management & financial planning automated IT platform that is easy to use, easy to implement, easy to maintain, customizable, scalable to support long term growth and most importantly, affordable.
So, what’s the solution?... Platformplus!
Platformplus provides Australian financial services companies and advisers with systemization and automation for controlling and growing their business in the rapidly changing environment.
Platformplus is an integrated business system that uses a combination of IT and business processes that provides a real competitive advantage.
The IT system is integrated around a single web-based, central client relationship management system (CRM) - providing a standard operational platform for all advisers, and simplifying the monitoring processes for licensees. Platformplus is flexible - you remain in full control of everything from your data through to your own look and feel.
Platformplus allows you to manage your business more profitably, giving you more control over your client base, and your future.
About Platformplus Pty Ltd
Platformplus Pty Ltd commenced operations in June 2003 and is headquartered on the Sunshine Coast in Queensland. At December 2005 Platformplus had over 500 users operating with AFS Licensees across Australia. | 
