PlannerPal sits across the systems you
already use, turning every client conversation
into the work that follows, so your firm
gains capacity and consistency as it grows.
Meeting records, client communications, advice documents and CRM updates, checked and ready for adviser sign-off. Configured to your firm's standard and rolled out with your teams, not just switched on.
Used by wealth managers, consolidators, networks and mortgage firms across the UK
Whether you're a sole adviser or a growing
practice, PlannerPal fits around the way you work
today, above and across the systems your firm
already runs and helps that way of working
become more consistent and improve over time.
Scale one consistent, compliant way of working across every hub, from wealth planning to mortgage advice. Amber River, one of the UK's largest wealth managers, runs PlannerPal across all 14 of its regional hubs, including its mortgage business, Charles Cameron.
Rolled out hub by hub with our implementation team,
so adoption isn't left to chance.
PlannerPal spots gaps in your client data, fills them from meetings and documents, and keeps every record current.
Rolling out PlannerPal across a large firm is as
much about people as technology.
We digitise the workflows your people already know, so there’s minimal disruption from day one. We start with a small number of offices and use their real results to bring the rest of the firm on board.
Amber River have successfully rolled out PlannerPal to 13 regional hubs.
One best way of working. Find out how.
Abi Newbold, Operational Consultant, Amber River
“It does the 80% for you, so you just do the 20%,
rather than the old way round.”
One workflow, built to sit across your stack
PlannerPal connects into the CRM, meeting and document systems your firm already runs on. It captures conversations from Zoom, Teams, mobile or in person, and reads and writes data across your CRM without asking you to change products.
90%
“After three weeks, over 90% of our advisers were actively using it, not just telling us they like it, but genuinely engaging with it.”
Graham Masterton, Managing Director,
Charles Cameron & Associates
Through the Iress UK partnership programme, PlannerPal is built into the Xplan workflow. Advisers launch PlannerPal directly from within Xplan UK with single sign-on, so no switching systems, no duplicate entry, no separate login.
At the centre of this integration is the PlannerPal Xplan UK CRM updater, which:
Covers 400+ data fields across the full Xplan UK standard fact find
Surfaces suggested CRM updates from meetings and
client documents
Lets advisers and their teams review and approve every change with a full audit trail
Includes a data completeness dashboard, flagging missing or inconsistent data
Every conversation PlannerPal captures builds a
richer picture of the client. That's what makes
the next steps possible.
Meeting notes, fully customisable to your brand and tone
Multiple fully customisable meeting note templates
Follow-up emails
Pre-meeting packs
Policy information sheets
Factfinds
Client-facing letters and reports (AR/SR/Proposal letters)
Internal documents: handover forms, compliance checks and more
Report Writer
Video analysis and screen-share screenshots pulled
into documentation
Adviser Observations
CRM Updater: suggested updates reviewed and approved, with a full audit trail
Uploaded documents read, extracted and pushed automatically into the CRM
Data completeness dashboard, flagging missing or inconsistent client data
Deepest with Xplan UK, and connects with Intelliflo, Plannr, Curo and Twenty7Tec
How it works
Every client conversation, in person, Zoom, Teams or mobile, with a pre-meeting summary and agenda ready beforehand.
Notes, follow-ups, letters and reports drafted in your firm's tone, ready for adviser sign-off.
Opportunities spotted in client conversations, starting with Adviser Observation.
A client record you can trust: CRM updates suggested, gaps and conflicts flagged, every change signed off with a full audit trail.
Templates, draft reports and client files checked before anything goes out.
See what's been automated, what was caught and the time it has given back.
Every stage is set up around how your firm works, and rolled
out role by role with our team alongside yours.
More clients served per adviser, with 30–90 minutes saved per meeting feeding into hours back across the firm.
Human sign-off and a full audit trail, with your firm's own guardrails visible and in control.
Makes how your firm actually works visible, then helps standardise it, without ripping out what's already in place with our team supporting rollout and adoption.
A picture of your clients and advisers that gets richer with every meeting, starting with Adviser Observation today.
Over 90%
of advisers active within three weeks
Up to 30%
of adviser time freed
30–90
minutes saved per meeting
400
XPlan UK fields covered
Your data, your environment. PlannerPal works within your firm's own data strategy, not as another closed repository.
UK data
residency
Full audit trail and adviser sign-off
Built for FCA
regulated firms
Advisers and growing firms
Large advice firms, consolidators and networks
