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About us
PlannerPal is the AI-powered workflow platform for modern financial advice and wealth management. We’re on a mission to eliminate admin, improve compliance, and unlock more time for client relationships. Built by industry experts and backed by top-tier fintech investors, we help firms tackle the everyday inefficiencies that distract from advice.
From notetaking and document generation to CRM updates and client insights, PlannerPal automates the work that drags advisers down - all while keeping firms in full control.
Trusted by hundreds of UK firms, PlannerPal is the first strategic AI partner to Iress Xplan, a Microsoft Technology Partner, and deeply embedded within the adviser tech ecosystem - with integrations spanning leading CRMs, Zoom, and Microsoft Teams to power fully connected, automated workflows.
If you’ve ever spent your evening catching up on notes, chasing your CRM, or preparing the same documents over and over again - we built PlannerPal for you.
Mission
To empower financial advisers and wealth managers with intelligent tools that reduce admin, improve compliance, and free up time for what matters most: serving their clients. We're redefining the end-to-end advice journey - making it faster, more scalable, and more human - as a trusted technology partner to leading CRMs, Microsoft, and Zoom.
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