PlannerPal launches pre-meeting AI tool for financial advisers

January 30, 2026

PlannerPal, an AI-powered workflow provider for financial advisers and wealth managers, has launched a new Pre-Meeting Prep Pack.

The launch centres on what the company describes as a market-first tool focused on pre-meeting preparation, addressing a gap in an adviser technology market largely dominated by post-meeting productivity solutions. Initial trials of the Pre-Meeting Prep Pack found it can save hours of preparation time by consolidating information.

For many advisory firms, preparing for a client meeting can take between one and four hours. This process typically involves pulling together data from CRMs, valuation statements, past meeting notes, documents and emails. The work is often completed under time pressure shortly before a meeting and is frequently handled by paraplanners and support teams, particularly when dealing with complex clients who have multiple pensions, accounts and tax considerations.

PlannerPal’s Pre-Meeting Prep Pack generates a firm-defined and customised client pack that brings together portfolio valuations, tax and allowance summaries, progress against goals, key actions since the previous meeting, recent client activity and communications, compliance status and a personalised meeting agenda.

Each pack is fully referenced and assembled from multiple data sources, including CRM records, previous meeting notes, uploaded documents and valuation statements. By consolidating this information, the tool enables advisers and support staff to identify gaps in client data ahead of meetings and take action before sitting down with clients.

The tool also allows firms to define standardised meeting structures across all client interactions. This approach is intended to support consistent service delivery, while giving advisers and clients confidence that meetings follow an agreed structure. For larger firms, the standardisation can also provide reassurance to compliance teams seeking consistency across advisory teams.

PlannerPal plans to extend the Pre-Meeting Prep Pack with calendar and email integrations.

PlannerPal CEO and co-founder Mark Whitcroft said, “Our Pre-Meeting Prep Pack addresses a clear gap in the market. While there are numerous AI tools that can assist advisers with admin tasks after client meetings, advisers must prepare a host of materials in advance, which can often become a significant time burden.

“We’ve built the Pre-Meeting Prep Pack to help firms standardise how they prepare for client meetings, allowing advisers to reduce admin time and arrive at meetings better prepared. It’s also an important step towards our wider ambition to build best-in-class technology ecosystems for financial advisers, with proper integration and connectivity between the tools firms rely on.

“This launch is the first in a series of product innovations we plan to bring to market in 2026.”