Iress and PlannerPal simplify access to AI-powered advice workflows from Xplan

PlannerPal, an AI-powered workflow for financial advisers and wealth managers, and Iress, a financial technology company, have enhanced their existing partnership through the Iress Partnership programme. Advisers can now launch PlannerPal directly from Xplan using single sign-on, making it easier to move between the two systems during the advice process.

The enhancement gives firms a more connected way to access PlannerPal capabilities from the Xplan workflow, including AI-powered meeting intelligence, document generation and CRM update suggestions.

Through the partnership, firms can now launch PlannerPal from Xplan and access capabilities including meeting summaries enriched with client data, automated document generation, and CRM update suggestions surfaced from client conversations and documents.

At the centre of the integration is PlannerPal’s Xplan CRM Updater, which covers 400 data fields across the full Xplan standard fact find. The tool identifies potential CRM updates from client meetings and documents, allowing advisers to review and approve changes before they are written back to Xplan with a full audit trail and data completeness dashboard.

By making it easier to move between Xplan and PlannerPal, the integration helps firms move from client conversation to CRM update more seamlessly – improving data quality while reducing manual rekeying across the advice process. The integration also introduces a data completeness dashboard, helping firms identify missing or inconsistent client information and maintain more accurate records across their client base.

“Advisers are increasingly looking to harness the benefits of AI, but they want to do it within the systems and workflows they already know and trust. Through our ongoing partnership with PlannerPal, we’re making it easier for firms to access innovative capabilities from the Xplan workflow, without introducing additional complexity or disconnected processes. This connected experience brings practical AI into the advice process in a way that is secure, useful and easy for advisers and their teams to adopt.”

Jamie Grant, Head of Product for UK Wealth at Iress

“Advice firms have been promised joined-up technology for years. This is what it actually looks like: AI that fits naturally into the adviser workflow, supports the CRM they already rely on, and reduces the need for teams to rekey the same information across disconnected tools. This partnership is about making AI practical, connected and genuinely useful in the day-to-day advice workflow.”

Mark Whitcroft, CEO of PlannerPal