PLATFORMPLUS ECO-SYSTEM
The complete solution for advice professionals
We’re proud to offer the financial advice profession’s only fully integrated advice technology eco-system: Platformplus. Designed to make it easy, effective and highly efficient for advice professionals to do what they do best, by combining our four core solutions.
Designed by advisers – for advisers, Platformplus streamlines workflows, reduces manual tasks and enhances client outcomes. With customisable modules, industry leading real-time data, and multi-award winning intuitive digital tools, Platformplus empowers advice professionals to scale efficiently and deliver exceptional client service.
Our award winning AdviceTech solution, Platformplus
Rated #1 for adviser satisfaction five years running, our award-winning technology sets the gold standard for innovation and excellence in the market, with no genuine peer. Platformplus unites advice generation, modelling tools, compliance management, investment management and revenue management into a seamless, end-to-end solution. Explore our core solutions below.
Advice Management
System
1
Advice Management System
A multi-award winning AdviceTech solution that includes CRM, advice generation, modelling, practice level and licensee level management.
Compliance Management
System
A streamlined compliance framework driven by automated reporting and audit functions.
Revenue Management
System
A complete AFSL solution for brokerage and payment management.
Investment, Superannuation
& Pension Platform
A fully integrated platform built to help advisers deliver outstanding outcomes for clients.
our users
Created to support advisers every step of the way
Platformplus is centered around the twin philosophies of advice and operational excellence. Whether you’re a financial adviser, front/back office support team member, compliance manager, research manager, or responsible manager for an AFSL, Platformplus offers an all-in-one solution to advice software, eliminating the need for users to pay for multiple, external, expensive and clunky ‘tech-stacks’ that don’t talk with one another.
Platformplus allows it’s users to focus on growing revenue, enhancing their operational efficiencies and effectively managing risk within their advice practices. Our users transform efficiencies into real time cost savings, enabling them to successfully grow and scale.
you ask, we deliver
Platformplus #1 for Adviser Satisfaction
Infocus is proud to consistently achieve the highest Net Promoter Score (NPS) among all advice software platforms in the Adviser Ratings Advice Landscape Report—five consecutive years and counting.
We listen to our national advice community and continuosly upgrade our systems based on real user feedback, quickly.
Platformplus was purpose-built in collaboration with advisers, ensuring every feature enhances practice efficiency, steamlines operations, and strengthens client engagement. This recognition reflects our unwavering commitment to listening, innovating, and delivering solutions that truly meet the needs of modern advisory practices.
