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Artificial Intelligence Company

PlannerPal

New· 4

AI workflow for UK financial advisers that records client meetings, produces notes and documents and updates adviser systems such as Intelliflo, Iress Xplan and Plannr; says 250 advice firms use it.

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TrustList summary

PlannerPal is an AI workflow product for financial advice and wealth management firms in the United Kingdom. Its site describes it as an AI-powered workflow for financial advisers, and it is built around the admin that follows every client meeting.

The software records face-to-face meetings and calls on Microsoft Teams and Zoom, produces a transcript, and then drafts the notes and client documents an adviser must file. It connects with the systems advisers already work in. The integrations configured on its site include Intelliflo, Iress Xplan and Plannr, along with Microsoft SharePoint, Google and Calendly, and a mobile app is offered on Android and Apple devices. Beyond note taking, the company says it links client conversations, documents and CRM records so a firm has one joined-up view of each client.

PlannerPal's funding announcement, made by its lead investor Mercia, says more than 250 UK advice firms use the product, including some of the country's largest wealth managers, and that it has recently moved into mortgage broking. Those usage figures come from the company's announcement rather than its home page. Pricing is not published.

Key facts

  • Serves: UK financial advice and wealth management firms
  • Integrations: Intelliflo, Iress Xplan, Plannr, Teams, Zoom, SharePoint
  • Usage: more than 250 advice firms, per its funding announcement
  • Pricing: not published

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

Trust Score

4/ 100
Trust Score: New

An earned signal from verification, reviews, awards, transparency and engagement - the vendor can't buy it.

Verification
0/100 · 20%
Reviews
0/100 · 30%
Awards
0/100 · 15%
Transparency
18/100 · 20%
Engagement
0/100 · 15%
Joining soon
Recommendations
Coming soon
Complaints
Coming soon

Updated 10/7/2026

Rankings

PlannerPal is ranked on 2 TrustList rankings: #13 on 1 and #40 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. PlannerPal has no reviews yet, 2 of the 10 profile details we look for and a Trust Score of 4. Where no listing on a page has been reviewed, the order follows the profiles alone.

Artificial intelligence company · 2 rankings

  • #13of 35
    Crm

    It is the only one of the 35 here listing financial planning software and wealth management software.

    Its profile: “Beyond note taking, the company says it links client conversations, documents and CRM records so a firm has one joined-up view of each client.”

    Of the 35 here, 14 also cover eCommerce and 12 also cover android; 2 also work in Reading and 2 also work in Sydney.

    Behind TextYess, ahead of TODAY.

  • #40of 32
    United kingdom

    It is one of 2 here listing CRM.

    Its profile: “PlannerPal is an AI workflow product for financial advice and wealth management firms in the United Kingdom.”

    Of the 32 here, 24 also cover web development and 21 also cover web design; 3 also work in London and 2 also work in United States.

    Behind Neurons Lab, ahead of Scape Technologies.

As of 2026-11-02. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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