Recognised and certified
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.
Highly commended
by Professional Paraplanner as
Best AI Tool
FT Adviser 5 star service award 2025
Winner: PIMFA WealthTech
AI TechSprint 2025
FTRC EEAT 2024
best in show
Top 50 Firms to Work for in Wealthtech
Featured in the FCA
AI Lab Spotlight
One workflow, built to sit across your stack
Connects with
the systems you
already use
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.
90%
“After three weeks, over 90% of our advisers were actively using it, not just telling us they like it, but genuinely engaging with it.”
Graham Masterton, Managing Director,
Charles Cameron & Associates
Meeting and
communication tools
CRM and
back office systems
Xplan UK:
our deepest integration
