Wealthcraft (formerly Plum)
Nat
Member
Hi, does anyone have any experience at all of Wealthcraft by Morningstar? I am part of a small firm and would love to hear from anyone who has any experience using it. Thanks 
Comments
Hi
It's important to note that Plum is a completely separate system to WealthCraft. They are both owned by the same company, and, when I used it, they shared the fund links, but otherwise they didnt appear to have many similarities.
I assume it has improved since then, but when I tried to use Wealthcraft a couple of years ago, I felt it wasn't ready for the market. There were not template reports, and it was very buggy. It hadn't long been launched, and I suspect it is much better now. Based on my experience 2 years ago, I wouldn't wish to revisit it. Hopefully someone with more recent use can inspire more confidence than me!
Not a good experience here either, we tried to use WealthCraft last year, spent an awfully long time on implementation but ultimately decided to stay with IO. I wouldn't recommend.