Fluid

Great outsourcing doesn’t need a fanfare, it just needs transparency.   We get it.   Advisers are busy.   You don’t want to be constantly chasing updates, checking in, or wondering where your outsourced cases have ended up.   And you shouldn’t have to.   That’s why we built Fluid.   When you outsource paraplanning, client servicing, or LOA chasing to Plus Group, you get free, view-only access to Fluid.   You don’t need to email us for updates or make awkward “just checking” phone calls.   You can simply log in and see exactly where things stand, in real time.   Want to see if we’ve contacted the provider yet? It’s logged.   Need to check if your client’s report has been uploaded? It’s there.   Wondering who’s handling what on your case? Every task is timestamped and assigned.   Fluid works quietly in the background, keeping you connected to the process without needing to interrupt it.   It gives you control without the admin, clarity without the noise, and confidence without the constant chasing.   And that’s what great outsourcing should feel like.   Simple. Transparent. Seamless.   #FluidByPlusGroup #FinancialAdvisers #OutsourcingMadeEasy

Ever feel like your outsourced cases vanish into a black hole? ⤵️ No updates. No visibility. Just radio silence. It shouldn’t be like that. And with Plus Group, it isn’t. We built Fluid to remove the guesswork. From the moment you send us a case, you can see exactly what's happening – every step of the way – without chasing. Here’s what you get with Fluid 👇 👉 Real-time updates – See every action as it happens, with clear notes, communications, and time-stamped progress logs. 👉Instant access to documents – Download reports, LOAs, info packs and more the second they're ready. 👉A single, stress-free dashboard – Track all your cases from one simple, intuitive platform. No more endless follow-ups. No more wondering where things are. Just clarity, control, and peace of mind. Fluid gives you full visibility – so you can stay focused on delivering great advice and building client relationships, not chasing updates. Want to see how it works? Let’s talk Fluid. #FluidByPlusGroup #AdviserTech #FinancialAdvisers #OutsourcedParaplanning

Ever outsourced paraplanning or admin tasks and wondered, "What's happening with that case?" You're not alone. Advisers often mention uncertainty as a major frustration when outsourcing, but Fluid is changing that. Fluid gives you real-time visibility over every task you outsource to Plus Group ™, whether that's paraplanning, client servicing, or LOA chasing: ✅ Instant Updates: See each action logged clearly, with real-time notes, communications and timestamps. ✅ Easy Document Access: Download your reports, LOAs, information packs and documents instantly whenever you need them. ✅ Effortless Tracking: Follow every stage of your outsourced cases in one simple, user-friendly interface. Fluid was designed to remove uncertainty from outsourcing. It's your assurance that no matter what Plus Group ™ is handling for you, you'll always be fully informed and completely in control. Less time chasing, more time advising. That's the Fluid advantage. #FluidByPlusGroup #CaseManagement #FinancialAdvisers

Who says you can't have your cake and eat it too? ⤵️ Let’s be honest, advisers usually see outsourcing as a bit of a trade-off. You get rid of some workload, but then you lose visibility of what’s happening. It can feel like you’re sending cases off into the unknown, just hoping everything’s ticking along nicely behind closed doors. Not exactly ideal, especially if you’re someone who likes to stay firmly in the driver’s seat. The great news is, you really can outsource tasks and still have complete control. At Plus Group ™, we’re all about transparency, and Fluid is how we make it happen. When you partner with us for outsourced paraplanning, LOA chasing, or client servicing, we don’t just take tasks off your plate; we let you watch us work. Every adviser and their team who outsources to Plus Group ™ receives free, view-only access to Fluid. It’s like having your own personal window into our office. You’ll be able to follow our team’s progress in real-time, seeing every note our paraplanners write, every update from our LOA chasers, and every interaction with providers. Everything is time-stamped, neatly organised, and instantly accessible. Imagine outsourcing your work and being able to see exactly what's happening as it unfolds, step by step, in real-time. That's the Fluid difference: all the perks of outsourcing combined with total transparency and reassurance. #FluidByPlusGroup #FinancialAdvisers #TransparentOutsourcing

Fancy changing how fluid is shaped? Now you can ⤵️ You see Fluid isn’t just a platform, it's constantly evolving thanks to the people who use it every day. Every time you use Fluid, you’re helping make it better. Got an idea for a new feature? A small tweak that could save time? You can submit feedback straight from Fluid, and it goes directly to the developers, no middlemen, no long-winded approval chains, just real ideas turning into real improvements. It’s as easy as clicking a button - literally. Use the feedback tool built right into Fluid to share your thoughts, and our developers will see it first hand. Whether it’s a quick fix or a game-changing feature, every idea is reviewed, considered, and, when possible, brought to life. Fluid is built for advisers, paraplanners, administrators, by advisers, paraplanners, administrators (with a little help from our development team). Every tweak, every upgrade, and every feature exists because real users needed it. So, if there’s something you’d love to see, let us know, you never know, it might just be in the next update! #Fluid #FinancialAdvice #FinancialAdviserSupport #FinancialAdviser 

Spreadsheets had their moment... but let’s be honest, they were never built for managing cases. That’s why Fluid exists! 🚀 Originally designed to bring order to Plus Group’s growing workload, Fluid has evolved into a game-changing platform for advisers too.

It all started with a spreadsheet rebellion in 2015.⤵️ Endless tabs, chaotic email threads, and a team trying to make sense of it all. Fluid was born as an idea to bring order to the madness, a fresh way to manage cases with clarity and ease. Plus Group ™ had a growing team and an even bigger headache: spreadsheets and emails just weren’t cutting it. Cases were getting more complex, workloads were piling up, and it was clear we needed a smarter way to stay on top of things. Enter the first version of Fluid. Fluid 1.0 was offline only and very basic - a far cry from what you see today. It worked for a while, but it had limitations. Fixed workflows made it rigid, and the lack of flexibility became obvious as Plus Group expanded. We knew we could do better. Fast forward to Fluid 2.0, the version you know today. It’s online, dynamic, and built for real-time case management. Every note, document, and update is instantly logged, so the whole team stays in sync, even when workloads pile up or someone’s off sick. Fluid has grown with us and for us, and it’s all thanks to the feedback and input of our users. Today, advisers can log in to track everything we’re working on for them in real time. Did you know that Fluid isn’t just for monitoring - it can also be used by businesses to manage their own cases and streamline their processes seamlessly, just as we do. What started as a simple solution for Plus Group’s internal needs is now a game-changing tool for advisers everywhere. And we’re not done yet, there’s so very much more to come! #FluidByPlusGroup #CaseManagement #Innovation #Efficiency

If you’re still using rows and columns to manage your cases, it’s time for a glow-up. 📊Spreadsheets might have worked back when brick phones were a thing, but today? They’re holding you back. Say hello to Fluid - the smarter, sleeker way to manage your cases. No clunkiness, no missed updates, just real-time clarity at your fingertips. Here’s why Fluid is the ultimate upgrade: 📋 Everything in one place: Notes, documents, communications - all logged instantly and ready when you need them. ⏰ Updates in real time: No more calling or emailing for updates, everything is transparent 24/7. 🔍 Find anything in seconds: Powerful search tools mean no more digging through endless tabs. 🚀 Teamwork made easy: Manage tasks, collaborate seamlessly, and keep everyone on the same page. Spreadsheets might be “retro,” but let’s face it - they weren’t built for modern case management. Fluid gives you the tools to save time, stay organised, and focus on what really matters: your clients. 💡 Ready to give your workflow the makeover it deserves? Book a live demo and let Fluid show you how it’s done. 🖱️https://bit.ly/3LhPP7h #Fluid #CaseManagement #Efficiency #FinancialAdvisers 

Provider Lookup is celebrating rapid growth with an exciting giveaway! If you’re in financial services, don’t miss out: 1️⃣ Sign up (it’s free!) 2️⃣ Tag a colleague in the original post. 💻 Access over 1,300 providers, save your favourites, and enjoy time-saving tools like plan number search - all for free. Check out the original post to get involved! #ProviderLookup #Giveaway #FinancialServices

Fluid isn’t just part of the process, it’s the key to seamless outsourcing with Plus Group. With real-time updates, instant document access, and full case tracking, Fluid ensures you’re always in the loop without lifting a finger. We’re all about making outsourcing smarter, simpler, and more transparent.