AdvisoryAI, an AI platform for advisers, and financial adviser technology Plannr have announced an integration that will significantly enhance advice workflows for Plannr users.
The partnership eliminates the time-consuming process of manually updating client fact-finding in back office systems. By automating this process, advisers can now seamlessly transfer client information between platforms, saving hours of administrative work and reducing the risk of errors.
Plannr users will gain access to AI assistants Emma and Evie to save time on admin by automatically generating client documentation such as meeting notes, suitability reports and annual review reports, and updating Plannr with client information directly in the fact find.
The duo said the integration enables two-way synchronisation through ‘push’ and ‘pull’ functions, ensuring advisers can retrieve existing client data from Plannr and send updated information back after meetings. A built-in wizard flags field-level differences so only accurate, adviser-approved changes are applied to Plannr.
Gareth Thompson, CTO of Plannr, said: “Advisers deserve technology that just works in the background. Our partnership with AdvisoryAI means client records stay pristine without the paperwork, giving firms more time to deepen relationships and grow.”
Alan Gurung, CEO of AdvisoryAI, commented: “This partnership with Plannr marks an exciting milestone in our mission to revolutionise financial advice workflows. Plannr users can now double their client capacity through our AI assistants while eliminating post-meeting admin headaches. It’s another step towards closing the UK advice gap.”
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