PlannerPal

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