9AT: PLOOTUS - Summary

PLOOTUS

other names

PLOOTUS
ANALYZE FUTURE LLC

Adviser Profile

As of Date	04/02/2025
ADV Location	NEW HAVEN, CT, United States
Adviser Type - Internet adviser
Number of Employees	4
of those in investment advisory functions	1
Registration	SEC, Approved, 11/09/2022

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	475 xxxxxxx
Websites

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

Reported AUM

1 1 1 1

2022

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Plootus is a brand name owned by Analyze Future LLC, a Delaware registered entity. Plootus has developed an easy to use & integrated financial planning tool for retirement, focused especially on 401(k)/403 (b), 457, 401 (a) and Thrift Saving Plans market. Users can search their employer’s name and get portfolio allocation for various risk strategies from conservative to growth. If the users link their financial accounts, they will have a consolidated view of their expenses, income, assets liabilities and net worth across their financial accounts. Plootus provides the following services through its Apple, Android apps and Plootus website: 1. Users can search their employer’s name and get portfolio allocation for their 401 k, 403b (b) and other plans. These allocations are provided for various risk strategies from super conservative to super growth based on users’ choice. 2. Users can see a consolidated view of income and expenses, assets, liabilities, and net worth across their financial institutions, if they have linked their financial accounts. 3. Users get an estimate of future expenses based on their current

spending pattern and adjusted for future life changes and inflation 4. “What if” analysis to allow users to determine if their chosen strategy will meet the estimated future expense needs and desired standard of living, until expected lifetime. The User may change their investment strategy based on recommendations. 5. Ranking of the funds available in the user’s portfolio on risk and reward parameters. Plootus ensures that the investments are diversified, and money is not parked only in one or more highly correlated asset types. The diversification also ensures that the user has exposure not only to different class of assets but also geographies. Plootus may offer its apps and website in future to Financial Advisors, enabling them to efficiently manage multiple clients through the platform. With client approval, Financial Advisors will have access to a comprehensive view of their clients' financial positions, allowing them to provide tailored financial advice and guidance. Plootus may consider implementing a fee structure for Financial Advisors to access and utilize the Plootus apps and website.