Vincent Holland
Plutosoft has announced the integration of Desktop Broker’s trading and execution data feed, streamlining portfolio management and enhancing the advice experience for financial advisers on the Plutosoft platform.
The integration enables Plutosoft users to automatically access updated trading and execution data from Desktop Broker within the platform, significantly reducing the administrative overhead, improving data accuracy, and eliminating manual tasks for advisers.
“This integration allows financial advisers to access a consolidated view of their clients’ portfolios within the Plutosoft platform,” said Vincent Holland, Co-Founder of Plutosoft. “The data feed is particularly helpful for scaled and ongoing advice, enabling advisers to seamlessly generate advice documents without duplication.”
Craig Saunders, Group Head of Sales at Desktop Broker said: “With Desktop Broker’s trading and execution data now available to financial advisers using the Plutosoft platform, this integration further broadens the reach of Desktop Broker to deliver all of the tools advisers need to manage trading on behalf of their clients.”
The data feed is now live and available to Plutosoft users on applicable plans, with Desktop Broker data syncing into the platform’s modelling and reporting tools.
“Our goal is to be the most trusted software provider to financial advice practices. Desktop Broker is a valuable addition to our ecosystem and follows recent data feed integrations with other providers, including CFS Edge and Generation Life,” Mr Holland added.