Advisory and Plannr announce integration to improve advice workflows 

19 May 2025

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...