PlannerPal: Venture Capital Funding History

PlannerPal is an AI workflow for financial advice and wealth management. It connects client conversations, documents and CRM data, helping firms automate administration, improve the quality of their client data and use it to better understand and serve their clients. PlannerPal works with 250+ UK advice firms, including 20% of the UK's top 20 wealth managers, supporting firms responsible for around £150bn of client assets. It is built into Iress Xplan and integrates with Intelliflo, Curo, Plannr, Microsoft Teams, Zoom and SharePoint.