Tag: PlannerPal

PlannerPal, the AI workflow platform built for UK financial advisers, has teamed up with Twenty7tec so mortgage advisers can access its technology from within...

PlannerPal, an AI-powered workflow platform built for financial advice and wealth management businesses, has secured $6m (£4.3m) to expand its client intelligence technology across...

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...

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...