Platformplus

What Platformplus does

Platformplus Pty Ltd (ABN 46 103 551 533) is an Australian software company that develops and sells the Platformplus Advice Management System (PlatformplusAMS), a proprietary end-to-end SaaS platform for financial advisers, dealer groups (AFSL holders), and self-licensed advisers operating in Australia. The platform unifies AFSL/licensee management, practice management, an advice generation engine, an embedded compliance framework with a traffic-light monitoring system, financial modelling and APL management tools, CRM, and a client-facing portal with digital Fact Find and document signing. Distribution is handled directly by an in-house enterprise sales motion centred on consultative demos, phone contact, and dedicated onboarding including data migration from prior adviser software systems.

Underlying technology is a single, proprietary codebase built and maintained exclusively by Platformplus developers, with no third-party implementation required. Functionality extends to brokerage management (FDS/FoFA compliance), data mining for client-base opportunities, investment research, and risk insurance research. A separately integrated PlatformplusRMS module provides revenue management, and Platformplus WRAP (delivered with Alpha Investment Management) extends the stack into managed portfolio administration.

Revenue is generated via multi-year subscription contracts with custom, quote-based enterprise pricing — no public tiers, pricing, or free-trial options are disclosed. Platformplus is a wholly-owned subsidiary of Infocus Wealth Management Ltd, a multidisciplinary Queensland-based financial services conglomerate (established 1994) that also includes Infocus Securities Australia, Infocus Property Advisory, Infocus Lending Advisory, Infocus Tax & Business Advisory, and Alpha Investment Management. Operations are restricted to the Australian domestic market; no international expansion is indicated.

Name

Platformplus

Legal name

Platformplus Pty Ltd

Website

https://platformplusams.com.au

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Platformplus Pty Ltd is an Australian SaaS provider of an end-to-end Advice Management System serving financial advisers, dealer groups, and self-licensed advisers with integrated compliance, CRM, client portal, and practice management capabilities.

Ownership category

akta.pro rank

Headquarters

HQ city

Maroochydore

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscription: Platformplus operates as a software-as-a-service platform providing an Advice Management System to financial advisers and dealer groups. Revenue is generated through subscription fees for access to the integrated platform including advice generation, compliance monitoring, CRM, and client portal modules. No specific pricing tiers or figures disclosed.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Platformplus sells PlatformplusAMS, an end-to-end Advice Management System delivered as a software-as-a-service subscription to Australian financial advisers, dealer groups, and self-licensed advisers. The platform unifies AFSL management, advice generation, compliance monitoring, financial modelling, CRM, and a client portal in a single integrated system, with deployment supported by dedicated onboarding and data migration services.

Product overview

PlatformplusAMS is a single, unified Advice Management System designed for financial advisers and dealer groups operating in Australia. The platform consolidates multiple functions into one integrated system, including: AFSL/licensee management and administration; practice management with pipeline and workflow tools; financial advisory process tools including advice generation engine, compliance monitoring, and modelling tools; and client relationship management with a client portal, digital Fact Find, and marketing tools. The core platform is supplemented by integrated modules for CRM, brokerage management, investment portfolio management, risk insurance research, and data feeds. The platform is built and maintained by the Infocus group, which has over 25 years of experience in financial advice technology.

Differentiator

Problem solved

Functional benefit

Products and services

• PlatformplusAMS (Advice Management System)

Quantifiable outcome

• Eliminates duplication in advice generation process, saving time and money
• +2 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature11 records

Partnerships

Two partnerships are on record, tiered core.

• Infocus Wealth Management LtdcoreStrategic or Co-development PartnerInfocus Wealth Management Ltd (ABN 28 103 551 015) is the parent company and multidisciplinary business of which Platformplus Pty Ltd is a wholly-owned subsidiary. Platformplus serves as the governing entity for Wealth, Revenue and Advice Management Software within the Infocus group. The Infocus group has provided financial advice to Australians since 1994 and includes multiple wholly-owned subsidiaries covering financial services, property advisory, lending advisory, tax and business advisory, and investment management.
• Infocus Securities Australia Pty LtdcoreStrategic or Co-development PartnerInfocus Securities Australia Pty Ltd (ABN 47 097 797 049) holds an Australian Financial Services Licence and Australian Credit Licence No 236523. As a fellow subsidiary under Infocus Wealth Management, this entity operates as a licensee providing financial services, with Platformplus providing the underlying advice management technology.

Scale indicators3 records

Expansion highlights4 records

Direct peers

• Fin365: Fin365 provides an integrated cloud platform for Australian financial advisers covering advice, paraplanning, compliance and CRM - a direct mid-market competitor to PlatformplusAMS.
• AdviserLogic: AdviserLogic is an Australian adviser practice management and CRM platform with Fact Find, compliance, and client engagement tools, targeting the same SMB and mid-market adviser segment as Platformplus.
• Class (Class Software): Class offers practice management, SMSF accounting and client engagement tools to Australian accountants and advisers, competing for similar workflow and compliance budgets as Platformplus.
• Midwinter Financial Services: Midwinter provides financial planning, paraplanning and compliance software to Australian advice practices, competing head-to-head with PlatformplusAMS in the integrated advice technology category.
• BGL Corporate Solutions: BGL provides practice management and SMSF software to Australian accounting and advice firms, overlapping with Platformplus' practice management and compliance functionality for financial advisers.
• Iress (Xplan): Iress' Xplan is the dominant Australian financial advice software platform, offering integrated advice generation, CRM, compliance and client portal functionality to advisers and dealer groups - directly comparable to PlatformplusAMS in target market and product scope.

Broad incumbents

• HUB24: HUB24 is a major Australian investment and superannuation platform that has expanded into broader advice technology and practice management, representing a larger incumbent that overlaps with Platformplus' dealer group and adviser workflow offerings.
• Envestnet (Tamarac / MoneyGuide): Envestnet offers an integrated suite of advisor technology including CRM, financial planning, portfolio management and reporting - a broad incumbent competing in the same end-to-end advice platform category as Platformplus, primarily in the US market.
• SS&C (Advent / Salentica / Black Diamond): SS&C's wealth management division provides integrated adviser technology, CRM and portfolio management platforms serving large advice enterprises globally, comparable in scope and function to Platformplus' end-to-end advice stack.

Emerging players

• PractiFI: PractiFI is a SaaS CRM and practice management platform built for financial advisers with workflow, compliance and client portal features, serving as a comparable emerging SaaS alternative primarily in North America and selectively in Australia.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Platformplus