Plume: Turning Admin Afternoons into Client Time

You didn’t become an adviser to spend your days buried in forms, chasing approvals, and re-entering the same data across multiple systems. Yet, here you are, losing hours every week on admin instead of developing client relationships and growing your business.

Most advisers accept this as part of the job. That’s because it is, and a very important part of it too! But what if you didn’t have to spend quite as much time on these tasks?

On average, advisers spend nearly 70% of their time on administrative tasks. At Skybound Wealth, we tracked exactly how much time was being lost to inefficient processes, and it added up to hundreds of hours per adviser every year. That’s days’ worth of client conversations, strategic planning, and business growth being eaten up by admin.

Plume was built to change this, developed with advisers and clients in mind. Our team sat in on hundreds of client meetings, observing administrative tasks first-hand to create a system that doesn’t just digitise admin, it transforms it into a seamless, efficient process. Advisers using Plume have already reclaimed many hours of their week, time that’s now spent where it belongs: with clients.

Your Clients Deserve More Than a Distracted Adviser

Clients don’t see the hours lost to paperwork, but they feel the impact:

• Retirement plans take weeks instead of days.
• Meetings are spent reviewing forms instead of discussing strategies.
• Advisers are always busy but not always available.

That’s where Plume steps in. Rather than simply putting old processes online, Plume rethinks the entire advisory experience, so advisers spend less time on admin and more time doing what really matters, helping clients build their futures.

Less Admin, More Growth, Happier Clients

Plume Advice Suite replaces outdated workflows with an intelligent, integrated system designed for independent financial advisers. It cuts down on repetitive tasks, simplifies processes, and enhances the way advisers engage with clients. The result? Faster financial plans, quicker client responses, and more time for real advisory work.

What Would You Do With 10 More Hours a Week?

Time is an adviser’s most valuable asset. The more time spent on admin, the less time there is for strategic conversations, client engagement, and growing your business. Plume streamlines essential tasks, so instead of being tied up in processes, you can focus on delivering real value to your clients. Here's how:

AI-Powered Discovery – The first step in financial planning is truly understanding a client’s needs. Instead of manually inputting data, advisers use Plume’s AI-driven Discovery Tool to capture key insights from conversations instantly. Clients get an interactive experience, and advisers save hours of admin time.

Instant Financial Planning – Advisers can generate calculations tailored to client goals in minutes, covering retirement planning, education funds, shortfall analysis, and passive income strategies. The results power personalised reports that clients can also access via the Skybound Wealth App.

Investment Selection Without the Hassle – Plume’s Investment Selection Tool refines portfolio recommendations based on risk profile and investment goals. A seamless fund-switching feature allows advisers to execute dealing instructions quickly.

A True Independent Advice Model – Many advisory firms are restricted in the solutions they can offer. Plume gives independent financial advisers full flexibility to explore a wide range of options based on each client’s financial situation.

Automated Client Reviews – Client reviews are a critical part of any advisory service, but they shouldn’t be a burden. With Plume, advisers can generate a fully branded review pack in minutes, complete with portfolio summaries, performance insights, and key updates since the last review.

The Advisers Who Lead Tomorrow Are Upgrading Today

Technology isn’t replacing advisers, it’s giving them back the time to do what they do best. Those who adopt smarter tools now will be the ones delivering the best client experiences and building stronger businesses.

Advisers who embrace better tools today will dominate the industry tomorrow. The ones who don’t? They’ll still be drowning in admin while others build stronger client relationships and grow their firms.

You’ve already lost enough time. How much longer are you willing to waste?

Top advisers are already using Plume to free up their time and focus on what matters. Want to be one of them? Get in touch today to explore opportunities with Skybound Wealth.