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PlannerPal
United Kingdom · Fintech
PlannerPal connects client conversations, documents and CRM data to automate administration for financial advice and wealth management firms.
Product
PlannerPal helps financial advisers capture client meetings, produce documentation and update the systems they already use. Its workflow connects conversations and documents with structured client records.
The UK company integrates with platforms including Iress Xplan, Intelliflo, Curo and Plannr, as well as Teams, Zoom and SharePoint. It is extending its client intelligence capabilities and serving mortgage advice firms alongside wealth managers.
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Seed | £4.3M | Mercia Ventures — LeadAda Ventures — Participant |