PlannerPal has announced the launch of its Pre-Meeting Prep Pack, aiming to streamline administration for financial advisers and wealth managers ahead of client meetings.

The AI-powered workflow for advisers and wealth managers said the tool was the first of its kind to bring together everything an adviser needs before a client meeting.

It said the proposition was looking to address a gap in a market “dominated” by post-meeting productivity tools.

The tool aims to standardise meeting preparation by compiling key information ahead of reviews.

PlannerPal stated that client meeting preparation can take up to four hours and involves pulling information from multiple systems, such as CRMs, valuation statements, past notes, documents, and emails.

This work often falls to paraplanners and support teams, especially for complex clients with multiple pensions, accounts, and tax considerations.

The Pre-Meeting Prep Pack has been designed to generate a firm-defined, customised client pack that brings together portfolio valuations, tax and allowance summaries, progress against goals, key actions since the previous meeting, recent client activity and communications, compliance status, and a personalised meeting agenda.

PlannerPal said it planned to extend the tool with email and calendar integrations in the future.

“Our Pre-Meeting Prep Pack addresses a clear gap in the market,” said PlannerPal co-founder and CEO, Mark Whitcroft.

“While there are numerous AI tools that can assist advisers with admin tasks after client meetings, advisers must prepare a host of materials in advance, which can often become a significant time burden.

“We’ve built the Pre-Meeting Prep Pack to help firms standardise how they prepare for client meetings, allowing advisers to reduce admin time and arrive at meetings better prepared.

“It’s also an important step towards our wider ambition to build best-in-class technology ecosystems for financial advisers, with proper integration and connectivity between the tools firms rely on.

“This launch is the first in a series of product innovations we plan to bring to market in 2026.”

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