PlannerPal - AI-Powered Efficiency for Financial Advisers
Time is your most valuable asset. PlannerPal helps financial advisers and their teams eliminate time-consuming admin, so they can focus on what truly matters – their clients.
Since launching in January 2024, we’ve rapidly grown, supporting firms of all sizes, from solo IFAs to national consolidators. Our AI-powered platform streamlines key workflows, reducing admin burdens while maintaining compliance and quality.
Why Advisers Choose PlannerPal:
✅ Faster Meeting Documentation – AI records, transcribes, and summarises client meetings into a fully customisable meeting note. Works seamlessly for in-person meetings (via our mobile app) and online (MS Teams & Zoom).
✅ Instant Report & Document Generation – AI drafts annual reviews and suitability reports in your firm’s style, integrating directly with Microsoft SharePoint. Compliance-ready in seconds.
✅ Effortless CRM Management – Seamless integration with leading industry CRMs: Intelliflo, IRESS, Plannr, and Curo (Time4Advice). One-click syncing eliminates manual data entry and ensures clean, accurate records.
✅ Client Intelligence Platform – Unlock deeper insights, track trends, analyse risks, and uncover opportunities with AI-driven data mining.
With PlannerPal's deep integrations with Microsoft (SharePoint & Teams), Zoom, and the industry's top CRMs, advisers spend less time on admin and more time building client relationships, growing their businesses, and improving work-life balance.
🔹 Ready to streamline your practice? Get in touch to see how PlannerPal can help.
Trial PlannerPal For Free: https://www.plannerpal.co.uk/sign-up
Company Details
- Employees
- 8
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://www.plannerpal.co.uk/
Plannerpal Questions
Plannerpal's website is https://www.plannerpal.co.uk/
Plannerpal's LinkedIn profile is https://www.linkedin.com/company/plannerpal
Plannerpal has
8 employees.
View email and phone details for 8
employees at Plannerpal.
Plannerpal's industry is
Software Development
Plannerpal's top competitors are
Advisersoftware.com,
Advisoryai,
Aveni,
Saturn,
Illuminate Financial,
Intelliflo,
Bizumi,
Payji,
Otto,
Posterity.
Plannerpal's categories are Software Development
