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PlannerPal
AdvisoryAI
Best for
Meeting workflow for advisers and paraplanners. No firm-wide platform, no compliance, ops, or admin.
Conversational AI and workflows for paraplanners, advisers, operations, and compliance roles, plus MPS and DFM research over 120+ DFMs.
Transcription, summaries, and follow-ups.
AI structures meeting notes, action items, captures nuanced soft-facts, and vulnerability flags. Saves you 30-45 mins per meeting.
AI Report Writer pulls from meeting data and records. No template flexibility mentioned.
AI generates annual reports, suitability reports, LOA packs, and 10+ reports types from your templates. Saves you hours.
No dedicated compliance module. No file-checking or board-report capability confirmed.
AI checks files, reports on Consumer Duty board, builds risk-prioritised review queues.
Pre-Meeting Prep Pack. Pulls valuations, tax, and goals from XPlan and meetings.
AI builds a prep pack from your back-office data and previous transcripts.
XPlan live via Iress Partnership.
Intelliflo, Plannr, Curo, XPlan available.
Meeting platform integrations not mentioned.
Zoom, Teams, and Google Meet available.
iOS and Android available.
iOS and Android, for recording in-person meetings, with automatic sync.
UK-based company. UK GDPR compliance not mentioned.
UK GDPR compliant, with UK data residency.
Not mentioned.
SOC 2 Type II in progress.
FCA AI Spotlight participation confirmed. ISO 27001 not mentioned.
ISO 27001 and FCA AI Lab in progress. AES-256, MFA, tenant isolation.
Sales-gated, no public pricing.
Per module, per user.
Sales-gated, no public pricing.
Meeting notes £99, suitability £299, compliance £99.
Not mentioned.
Monthly or discounted annual.
Not mentioned.
30 days money-back guarantee.
Template customisation depth not mentioned.
AdvisoryAI expert team rebuilds your existing templates for you.
No named support model described publicly.
Dedicated support during UK office hours.
Not mentioned.
Dedicated account manager through onboarding.
No public onboarding process described.
Our team builds your templates, connects your back-office, and provides training for every role.
What choosing AdvisoryAI means for your firm
case studies
What advisers say about AdvisoryAI
Join 2,000+ advisers across 400+ UK firms who save up to 80% on admin
how to switch
Switching from PlannerPal? Here's how.
Migration support included:
PlannerPal data export
Template rebuild from your existing outputs
Intelliflo / Plannr / Curo / XPlan integrations
Training for advisers and paraplanners
Dedicated CSM through cutover
1
Week 1
Demo and scope
Free demo using your firm's own templates and back-office data. Scope confirmed in writing.
2
Week 2-3
Template build and back-office connect
We rebuild your formats inside AdvisoryAI and connect all four back-office systems. PlannerPal connects to XPlan only.
3
Week 4
Live in your firm
Cutover with a dedicated CSM. Training for advisers, paraplanners, compliance, and admin in parallel.
As featured in
FAQs
Why should we choose AdvisoryAI over PlannerPal?
How does migration from PlannerPal work?
PlannerPal launched the Pre-Meeting Prep Pack in January 2026 and called it a market first. Don't they lead on pre-meeting workflow?
Can we run both AdvisoryAI and PlannerPal during transition?
What happens to our PlannerPal data and templates?
How long does onboarding take?
Is our client data secure and where is it stored?
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For questions or partnerships,
contact us at team@advisoryai.com
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