PlannerPal

About PlannerPal

PlannerPal provides a client intelligence layer that automates administration and data integration for financial advisers and mortgage brokers in the United Kingdom. The company integrates with CRM platforms to streamline workflows and update data fields for the wealth and mortgage sectors. Recent coverage has focused on investment rounds and strategic partnerships to enhance automated financial advice processes.

FF News has published 3 stories featuring PlannerPal, most recently "PlannerPal Integrates AI Workflow into Twenty7tec ADVICE for Mortgage Advisers" (20 October 2026).