PlannerPal launches pre-meeting AI tool for advisers

28 January 2026

PlannerPal has launched a pre-meeting AI tool for advisers, designed to streamline client meeting preparation.  The Pre-Meeting Prep Pack will compile key information ahead of time, with initial trials finding the tool can save advisers hours. PlannerPal said for many firms, client meeting preparation can take between one and four hours and involves pulling information...