PlannerPal

Overview

PlannerPal is a United Kingdom workflow platform for financial advisers, paraplanners and support staff, led by chief executive and co founder Mark Whitcroft. It records face to face, Microsoft Teams and Zoom client meetings without requiring a meeting bot, produces transcripts, and generates seven document types in the individual adviser's and firm's own style, including meeting notes, client emails, proposals, review letters, advice letters and suitability reports, with citations intended to evidence data completeness. A customer relationship management updater proposes record changes back to the adviser's back office rather than writing them silently, and generated notes are cross checked against live data held in the connected system. In January 2026 it added a pre meeting preparation pack that assembles a firm defined client briefing from portfolio valuations, tax and allowance summaries, progress against goals, actions and communications since the previous meeting, compliance status and a personalized agenda, drawing on records, prior notes, uploaded documents and valuation statements. The company positions this as addressing preparation rather than the post meeting administration that most competing tools target. Integration with intelliflo is direct and listed in that vendor's partner directory, and the models are described as trained specifically for the United Kingdom advice market so that product names and industry terminology are handled correctly. Reported usage covers more than three hundred and fifty firms, with average administration and post meeting time down fifteen to twenty percent.

Details

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