PlannerPal
PlannerPal is an organisation in Scottish tech.
What they do
“PlannerPal automates admin tasks for financial advisers, generating meeting notes, documents, and CRM updates to save time, improve compliance, and enhance client relationships.”
In its own words, on plannerpal.co.uk
In plain speak
They automate paperwork and record-keeping tasks for financial advisers, creating meeting notes and updating client databases.
In the news
On the record
PlannerPal raised $6m (£4.3m) in a round led by Mercia Ventures with existing investor Ada Ventures and strategic fintech investors and angels.
Related
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