Plume Wealth Tech
Financial advice has gone digital in appearance, not in process. Behind every polished report sits a maze of spreadsheets, forms, and repetition.
Plume is Skybound Wealth’s proprietary wealthtech ecosystem, designed to connect every stage of advice; discovery, analysis, recommendation, and delivery, in one integrated platform. No fragmented systems, no duplication, just one connected experience.
It starts with a conversation. Plume captures it live, connects to data, and builds visual goals through MoneyMap. Clients see how life events shape their future, while advisers get a complete, digital view of risk and objectives.
Plume’s Solution Finder identifies the right products transparently and independently. Advisers turn data into client-ready presentations with Plume Pitch, clear, tailored, and delivered in minutes.
The Skybound App keeps plans live. Clients track progress, advisers receive real-time insights, and every review becomes data-driven, accurate, and actionable.
Unbiased advice. Intelligent recommendations.
Get actuarial-grade insights matched precisely to every investor’s needs.
Every plan starts with intent, but success relies on precision. Plume’s Solution Finder matches goals to outcomes using data, not sales bias, so every recommendation stands on its own merits.
Whether clients have one pension or ten, clarity comes first. Plume connects to pension data, structures it, and feeds it into the advice process, making every decision visible, actionable and outcome focused.
Risk is more than a score. Plume’s digital profiler captures tolerance, capacity and belief, generating secure, compliant reports so advisers can focus on the conversation, not the paperwork.
Choosing the right investment is about alignment, not just returns. Plume analyses performance, cost and suitability to match each client’s goals and risk profile, turning complexity into confident decisions.
Plume isn’t just another platform. It’s your digital edge. Built for accuracy, transparency, and better outcomes, Try it now.
Experience Plume TodayPlume connects every stage of advice, from first presentation to ongoing service, giving advisers and clients a single, connected experience.
Turn data into clarity. Plume Pitch builds professional, client-ready presentations in minutes, tailored to each goal and perfectly aligned with the advice process.
Plume transforms complex illustrations into transparent, evidence-based recommendations. Every product fit is traceable, data-driven, and free from bias.
Annual reviews become effortless. Plume pulls live performance data and progress insights, creating instant review packs that show exactly how each plan is performing.
For clients, everything lives in one place; goals, budgets, portfolios, and reports, all updated in real time. The Skybound App keeps advice alive between meetings.
Plume is more than a platform, it’s an evolution. A digital edge designed around advisers and clients alike. Proprietary, secure, and continually refined to support modern, cross-border advice.
Technology powers it, but people drive it. Your adviser doesn’t just build your plan, they stay with you through every stage of it. Financial planning only works when it’s followed by action and long-term partnership, which is why our advisers continue to review, refine, and guide as life changes.
With thousands of clients supported worldwide, our promise is simple, we stay with you until your goals become your reality.
Wherever you are in the world, our team of expert, qualified advisers is ready to guide you.
We bring international experience, local insight, and a personal approach, so you can move forward with clarity and confidence.
