UK financial advice
PlannerPal sits across the systems you already use, turning every client conversation into the work that follows, so your firm gains capacity and consistency as it grows.
Meeting records, client communications, advice documents and CRM updates, checked and ready for adviser sign-off. Configured to your firm’s standard and rolled out with your teams, not just switched on.
Used by wealth managers, consolidators, networks and mortgage firms across the UK
Whether you’re a sole adviser or a growing practice, PlannerPal fits around the way you work today, above and across the systems your firm already runs and helps that way of working become more consistent and improve over time.
Scale one consistent, compliant way of working across every hub, from wealth planning to mortgage advice. Amber River, one of the UK’s largest wealth managers, runs PlannerPal across all 14 of its regional hubs, including its mortgage business, Charles Cameron. Rolled out hub by hub with our implementation team, so adoption isn’t left to chance.
You don’t need another system. You need your systems working together, and quality data you can trust.
PlannerPal spots gaps in your client data, fills them from meetings and documents, and keeps every record current.
Rolling out PlannerPal across a large firm is as much about people as technology.
We digitise the workflows your people already know, so there’s minimal disruption from day one. We start with a small number of offices and use their real results to bring the rest of the firm on board.
Amber River have successfully rolled out PlannerPal to 14 regional hubs. One best way of working. Find out how.
“It does the 80% for you, so you just do the 20%, rather than the old way round.”
Beauhurst Top 100 Fintech start ups: Top 100 UK Fintech Startups | 2026 – Beauhurst
Highly Commended (2nd out of 12) in the Best Specialist Technology Provider category in the Professional Adviser Awards.
PlannerPal connects into the CRM, meeting and document systems your firm already runs on. It captures conversations from Zoom, Teams, mobile or in person, and reads and writes data across your CRM without asking you to change products.
“After three weeks, over 90% of our advisers were actively using it, not just telling us they like it, but genuinely engaging with it.”
