Iress and PlannerPal expand partnership

AI-powered workflow for financial advisers and wealth managers, PlannerPal, has expanded its relationship with Iress through the fintech’s partnership programme.

Under the agreement, advisers will be able to launch PlannerPal directly from Iress’s Xplan software, making it easier to move between the two systems during the advice process.

This will allow advisers to access capabilities including meeting summaries with client data, automated document generation, and CRM update suggestions.

The integration centres on PlannerPal’s Xplan CRM Updater, which covers 400 data fields across the full Xplan standard fact find.

The tool identifies potential CRM updates from client meetings and documents, allowing advisers to review and approve changes before they are written back to Xplan.

According to the firms, the integration helps firms move from client conversation to CRM update more easily, improving data quality and reducing manual rekeying.

The integration also introduces a data completeness dashboard, which aims to help firms identify missing or inconsistent client information and maintain more accurate records across their client base.

“Advisers are increasingly looking to harness the benefits of AI, but they want to do it within the systems and workflows they already know and trust,” said Iress head of product for UK wealth, Jamie Grant.

“Through our ongoing partnership with PlannerPal, we’re making it easier for firms to access innovative capabilities from the Xplan workflow, without introducing additional complexity or disconnected processes.

“This connected experience brings practical AI into the advice process in a way that is secure, useful and easy for advisers and their teams to adopt.’’

PlannerPal CEO, Mark Whitcroft, added: “Advice firms have been promised joined-up technology for years.

“This is what it actually looks like: AI that fits naturally into the adviser workflow, supports the CRM they already rely on, and reduces the need for teams to rekey the same information across disconnected tools.

“This partnership is about making AI practical, connected and genuinely useful in the day-to-day advice workflow.”

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