PlannerPal is the connected AI workflow for UK advice and wealth firms, designed to reduce admin time by up to 80%. It helps financial advisers spend less time on paperwork and more time with clients by automating meeting preparation, capturing conversations, and generating compliant notes, reports, and CRM updates.
Born from firsthand experience in fintech and wealth management, PlannerPal connects existing systems like CRMs, email, and calendar tools into one seamless, secure workflow. It integrates with platforms such as Xplan, intelliflo, Plannr, and Curo, ensuring data consistency and reducing manual re-keying.
The platform is built for regulated UK financial advice, with ISO 27001 certification, UK data residency, and GDPR compliance. It’s trusted by hundreds of firms managing over £150bn in client assets, including Canaccord Genuity Wealth, Amber River, and Navigate IFA.
Backed by Ada Ventures and senior industry figures from EY, intelliflo, and AJ Bell, PlannerPal combines AI efficiency with adviser-first design to deliver faster, more compliant, and scalable financial advice.