PlannerPal, an AI-powered workflow platform for financial advisers and wealth managers, has strengthened its collaboration with financial technology firm Iress, giving advisers a smoother route between the two systems.
The deepened relationship, delivered via the Iress Partnership programme, means advisers are now able to open PlannerPal straight from Xplan through single sign-on. This gives firms more joined-up access to PlannerPal’s tools from within their Xplan workflow, spanning AI-driven meeting intelligence, automated document creation and suggested CRM updates.
Once inside PlannerPal, firms can take advantage of meeting summaries that draw on client data, documents generated automatically, and CRM update recommendations drawn from client conversations and paperwork.
Central to the integration is the Xplan CRM Updater from PlannerPal, a tool spanning 400 data fields across the complete Xplan standard fact find. It flags possible CRM changes based on meetings and documents, with advisers able to check and sign off amendments before they flow back into Xplan, backed by a complete audit trail.
A data completeness dashboard is also part of the package, enabling firms to spot gaps or inconsistencies in client records and keep information accurate across their book of clients.
PlannerPal provides an AI-powered workflow for modern financial advice and wealth management, helping firms automate, tailor and standardise core adviser tasks such as meeting notes, documentation and CRM updates, while slotting into existing systems.
Iress head of product for UK Wealth Jamie Grant said, “Advisers are increasingly looking to harness the benefits of AI, but they want to do it within the systems and workflows they already know and trust. Through our ongoing partnership with PlannerPal, we’re making it easier for firms to access innovative capabilities from the Xplan workflow, without introducing additional complexity or disconnected processes. This connected experience brings practical AI into the advice process in a way that is secure, useful and easy for advisers and their teams to adopt.’’
PlannerPal CEO Mark Whitcroft said, “Advice firms have been promised joined-up technology for years. This is what it actually looks like: AI that fits naturally into the adviser workflow, supports the CRM they already rely on, and reduces the need for teams to rekey the same information across disconnected tools. This partnership is about making AI practical, connected and genuinely useful in the day-to-day advice workflow.”
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