PlannerPal

About PlannerPal

PlannerPal is the connected AI workflow for modern financial advice and wealth management. Advice firms lose hours each week to meetings, notes, reports, CRM updates and compliance - all spread across disconnected systems. PlannerPal brings this together in one secure platform. We help advisers and their teams reduce documentation time, improve data quality and strengthen compliance, so they can focus on clients rather than admin. PlannerPal connects client meetings, documents, CRM data and reporting into a single, auditable workflow. Meetings flow naturally and every detail is captured, whether in person, on Teams or Zoom. Structured, Consumer Duty-aligned notes, transcripts and summaries are created automatically. Suitability reports, annual reviews and client documents are drafted in your firm’s structure and tone using real client data. CRM updates sync in one click with leading platforms including Iress, Intelliflo, Plannr and Curo, with clean data and full audit trails. Trusted by UK advice and wealth firms managing over £150bn in client assets, PlannerPal is built with UK data residency, GDPR and ISO27001 at its core. Less admin. Better documentation. Stronger compliance. More time for clients - and evenings back. Learn more at www.plannerpal.co.uk