Rachana Pillamari

As the Product Lead for the Plume Advice Suite at Skybound Wealth Management, Rachana Pillamari is on a mission to make financial planning smarter, faster, and more client-friendly. She leads the development of the firm’s flagship financial planning platform—one that’s reshaping how advisers work and how clients experience advice.

Rachana brings a thoughtful blend of strategy, creativity, and hands-on execution to everything she does. The Plume Advice Suite under her leadership has evolved into a dynamic platform that enables advisers to prospect new clients, complete risk profiling, build complex recommendations, run shortfall calculations, and deliver tailored financial solutions with ease. She’s also led key innovations like AI-generated commentary and automated reporting—transforming complex planning processes into intuitive, scalable tools.

Since joining Skybound, she’s worked closely with developers, advisers, compliance teams, and senior leadership—ensuring the Advice Suite is not only cutting-edge but also practical and easy to use. Her work has driven adoption across the board and brought measurable impact to both adviser efficiency and client engagement.

With a strong background in finance and product strategy, Rachana is passionate about building tools that simplify complexity, empower teams, and keep Skybound ahead of the curve. She’s also deeply invested in creating a positive user experience—because at the end of the day, she believes the best products don’t just work well—they feel right to use.