PlannerPal
Streamline financial advice with AI-powered automation — faster, compliant and tailored for clients
PlannerPal is an AI-powered platform that saves advisers time and strengthens compliance by automating meeting notes, reports, and CRM updates.
Integrated directly with intelliflo, Microsoft Teams, and Zoom (no bots required), PlannerPal syncs client data, auto-saves documents, and enriches outputs with live CRM information. Advisers can generate branded, compliance-ready reports and letters in minutes, tailored to their firm’s tone and style.
Customisable meeting notes and reports
Generate branded meeting notes, emails, proposals, reviews, and suitability reports — enriched with intelliflo data and your firm’s tone of voice and standard wording for faster, consistent, compliance-ready client communication.
IO data-enhanced meeting notes
Notes are automatically cross-checked with live IO data for context-aware accuracy, reducing errors, improving compliance, and creating smarter, cleaner records with less manual admin.
Seamless integrations & data flows
PlannerPal integrates directly with intelliflo, Teams, and Zoom (no call bots required). Sync client lists, auto-save documents, IO enriched meeting notes, and suggest CRM updates – ensuring accurate, compliant records across workflows.
ISO 27001-certified, GDPR-compliant, and UK-hosted, PlannerPal ensures the highest data security standards. Enterprise-grade onboarding, training, and live support guarantee smooth rollout across advisers, paraplanners, compliance, and leadership teams.
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