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.