Iress expands AI partnership with PlannerPal

Iress and PlannerPal have expanded their partnership to simplify access to AI-powered advice workflows, enabling financial advisers to launch PlannerPal directly from Xplan through single sign-on.

The enhanced integration has enabled advisers to move more seamlessly between Xplan and PlannerPal, providing AI-powered meeting intelligence, automated document generation and CRM update suggestions within their existing workflow. The enhancement is designed to reduce friction in the advice process while improving productivity.

Jamie Grant, Head of Product for UK Wealth at Iress, said: “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.”

PlannerPal’s Xplan CRM Updater has supported 400 data fields across the standard Xplan fact find, identifying potential CRM updates from client meetings and documents. Advisers can review and approve changes before they are written back to Xplan, supported by a full audit trail and a data completeness dashboard to help improve record accuracy.

Mark Whitcroft, CEO of PlannerPal, said: “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.”

The companies said the integration has reduced manual rekeying, improved CRM data quality and streamlined adviser workflows. The partnership has reflected growing adoption of AI across the wealth management sector, as firms look to automate administrative tasks while maintaining oversight of client data and advice processes.