Plannr has announced a new integration with the AI platform for financial advisers, AdvisoryAI.

The integration eliminates manual updates into Plannr’s CRM following meetings and enhances advice workflows for users of the financial advice technology.

Plannr users will gain immediate access to AI assistants saving time on admin by automatically generating client documentation such as meeting notes, suitability reports and annual review reports, while also updating the firm with client information directly in the fact find.

The integration enables two-way synchronisation through push and pull functions, allowing advisers to retrieve existing client data from Plannr and send updated information back after meetings.

Chief technology officer at Plannr, Gareth Thompson, said: "Advisers deserve technology that just works in the background. Our partnership with AdvisoryAI means client records stay pristine without the paperwork, giving firms more time to deepen relationships and grow."

Chief executive officer at AdvisoryAI, Alan Gurung, added: "This partnership with Plannr marks an exciting milestone in our mission to revolutionise financial advice workflows. Plannr users can now double their client capacity through our AI assistants while eliminating post-meeting admin headaches. It's another step towards closing the UK advice gap."

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