Plutosoft lends support to Adviser Innovation Summit

The financial planning software provider has signed up as a gold partner at the much-awaited Adviser Innovation Summit.

The Adviser Innovation Summit is coming back in 2022 with a jam-packed agenda geared towards bringing advisers up to date on the latest trends in fintech, innovation, and digital transformation.

Taking place on 1 and 8 June 2022, the conference will provide financial advisers, fintech consultants, executives, and business owners with information about the latest financial buzzwords and trends, including the metaverse, decentralised finance, and finfluencers, and assess their impact on advice practices and future business operations.

Head of sales and business development, Vincent Holland said the company is proud to sponsor the event as a technology provider, noting that there has never been a more important time for innovation as advice costs soar.


“With quality speakers and unrivalled peer-to-peer learning opportunities, the event promises to be invaluable for practitioners looking to ‘rocket fuel’ their practice,” Mr Holland said.

“Attendees will find the practical focus – with actionable takeaways, to be especially useful. The event will showcase the latest new advice technology and how it can help you accelerate growth, avoid duplication, and deliver high quality advice in a fraction of the time.

“A day away from the office – with life minded peers, learning new perspectives and initiatives to give you the edge. What could be better? We can’t wait!”

Speakers at this year’s summit include the founder of machine learning company Flamingo AI and adviser on responsible technology and the future of work, Dr Catriona Wallace.

Founder of Advice Revolution, Adrian Patty and Volt Bank Australia chief customer and partnerships officer Andrew Clouston will speak about how advisers could capitalise on open banking to gain access to their clients’ financial information in a cyber-safe environment and explain the applications of the new Consumer Data Rules for trusted advisers.

Meanwhile, Major General (Ret’d) Dr Marcus Thompson, Australian Defence Force (ADF) former head of information warfare, will offer tips on managing the ever-growing financial risk of cyber penetration, as well as solutions that can be implemented to thwart cyber security threats.

Click here to book your tickets for the 2022 Adviser Innovation Summit and make sure you don’t miss out!

For more information about the summit, click here.

Plutosoft lends support to Adviser Innovation Summit
2022 Adviser Innovation Summit
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