Tag: PlannerPal
Iress and PlannerPal deepen AI advice workflow tie-up
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 launches pre-meeting AI tool for financial advisers
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...
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