AI native RevOps for financial services
Raising a fund is a sales problem wearing a prospectus.
Plutus runs the whole revenue function for your fund. Customer success, sales, and marketing, built as AI native systems in one dashboard. Intent data finds the advisors already leaning in, and your team reaches them across email, LinkedIn, social, and voice.
Built for
Emerging and established asset managers
The engine
Revenue operations for funds.
Three functions a fund normally hires three teams for, run as one engine and supervised end to end.
I
Customer Success
Every advisor and allocator, tracked. The model monitors every account, flags redemption risk early, and helps your team keep capital in the fund.
- Account monitoring
- Redemption alerts
- Allocator coverage
II
Sales
Sell without a sales floor. Intent data surfaces the advisors already leaning toward your strategy, and outreach automation opens the conversation.
- Advisor discovery
- Intent scoring
- Meeting booking
III
Marketing
Demand at issuer scale. The model drafts every touch, your team approves it in one queue, and you ship weekly.
- Campaign drafting
- Approval workflow
- Weekly cadence
How it works
The model does the reach. Your team holds the pen.
- 01
Signal
Intent tracking across the advisor universe: factsheet views, engagement patterns, peer comparisons.
- 02
Reach
Outreach across email, LinkedIn, social, and voice, matched to each advisor’s book and mandate.
- 03
Approval
Every touch waits in an approval queue until your team signs off. Full audit trail, always.
- 04
Close
Meetings land on the calendar and every outcome syncs back to the dashboard. Your team takes it from there.
Feature · Voice
Inbound calls, captured and routed.
The inbound voice agent answers around the clock, captures every inquiry, and routes it to the right person on your team. It never discusses, recommends, or transacts. Every call is recorded, transcribed, and logged.
“Sell without a sales floor.”
II · Sales
The console
One unified dashboard.
Pipeline, intent, campaigns, and calls on one screen, with the approval queue one click away.
Built for a regulated industry
Compliance controls, built in.
Plutus isn’t a marketing tool bolted onto compliance. Approvals, archiving, and disclosure management are part of the workflow, so every message your team sends is one it can stand behind.
Approval workflows
Every outbound message waits in a queue until your team signs off. Drafts, edits, and approvals are logged and timestamped.
Archiving integrations
Emails, posts, and calls sync to your archiving and retention systems automatically, retrievable on demand.
Disclosure management
Required disclosures attach to the right messages by rule, so nothing goes out without them.
Approval workflows · archiving integrations · disclosure management
“Intent finds them. Your team wins them.”
AI native RevOps
What teams say
Teams feel the difference.
We launched with no sales floor and still walked into Q2 with a meeting calendar that looked like we had six.
The intent scores are the difference between calling a list and calling the twelve advisors who were already reading our factsheet.
Our team approves everything in one queue each morning. Compliance went from bottleneck to heartbeat.
Who approves what the AI sends?
You do. Every outbound touch, from emails to social posts to call scripts, waits in an approval queue until your team signs off. Nothing ships on model authority alone.
What channels does the outreach cover?
Email, LinkedIn, social, and an inbound voice agent, all coordinated from one dashboard and matched to each advisor’s book and mandate.
What does the voice agent actually do?
The inbound voice agent answers around the clock, captures every inquiry, and routes it to the right person on your team. It never discusses, recommends, or transacts. Every call is recorded, transcribed, and logged.
How do you source advisor intent?
From your own surfaces: factsheet views, holdings downloads, letter opens, webinar attendance. Public signals like peer comparisons round it out. The scores rank who is leaning in right now.
Who is Plutus for?
Asset managers who need to reach advisors at scale, from emerging managers to established shops. If your problem is “advisors don’t know we exist,” Plutus is built for you.
How fast can we launch?
Most teams are live in under four weeks. Two to connect your data, archiving, and approval workflows, and two to calibrate campaigns before the first sends.
Request a demo
See the engine on your fund.
- A live walkthrough of pipeline, intent, and campaigns on real workflows.
- A read on your current advisor reach and where the gaps are.
- Pricing scoped to funds, not seats.
Response within one business day