Why in a world where digital transformation is doubling capacity and efficiency are financial advisers still have to manually enter client data into CRM platforms?
With the new AdvisoryAI x Plannr integration, this is no longer an issue for Plannr users. It’s a two-way connection between your CRM and your reporting workflow, designed to improve efficiency, save up to 30 minutes per client fact find update, and ensure no data gets missed. AI assistant Evie captures and includes every relevant detail learned about the client during the meeting.
Before this integration, advisers who used Plannr for CRM and Advisoryai for report automation often found themselves entering the same client information twice; once into Plannr, and then to retrieve existing client information from Plannr into Advisoryai. This meant a time-consuming process that required manually going through meeting notes and reports to update CRM data, increasing the risk of errors and wasting valuable time.
The solution wasn’t to work harder — it was to connect the systems better.
With this integration, reports and CRM are finally automated and in sync. The Advisoryai-Plannr integration establishes a real-time, two-way data flow that supports every part of the advice journey, from onboarding to review.
Here’s how it works:
When preparing for a client meeting or building a new report, you can now pull the most up-to-date fact find data directly from Plannr into Advisoryai. In a click, personal details, financial data, and vulnerabilities flow into your workflow.
It means your team starts every task with context that’s already verified and stored.
Once the meeting is done AdvisoryAI’s assistant Evie transcribes and structures meeting notes so any new or updated client details can be pushed directly back into Plannr.
No more back-and-forth copying between systems.
Paraplanning teams get quicker access to client fact find data, enabling them to move to reports faster. The data is also more reliable, complete, and of higher quality, as Evie captures most facts.
No more manual data entry:
Thanks to the integration, there’s no need for manual entry of client data into your CRM. Updates are automatically mapped to the correct CRM fields, saving time and eliminating the risk of human error.
Evie understands financial conversations:
Whether it’s a casual mention of a child’s university plans or a detailed breakdown of investment risk, Evie captures and structures this information with accuracy. It’s also trained to recognise different accents. Evie accurately interprets this language as emergency funds, low risk tolerance, and medium risk appetite, respectively. This ensures CRM fact find fields are automatically and correctly populated, reducing manual input and saving valuable time.
Review updated fact finds with ease:
After fact find data is extracted, users can review all updated CRM fields in one place—new information is highlighted, making it easy to check before anything is pushed back into Plannr.
No extra admin for paraplanners:
With automatic citations, structured fact finds, and cross-verification built into the AdvisoryAI workflow, paraplanners can rely on clean, client-ready information without digging through meeting notes or toggling between systems.
The real impact of this integration lies in what it gives back: time, accuracy, and headspace.
Advisers can move from one meeting to the next without worrying whether they’ve updated the CRM.
Paraplanners no longer need to sift through PDFs or call advisers for clarification.
Compliance teams benefit from accurate, up-to-date data and audit-ready reports.
Clients experience a smoother, faster journey — because less admin means quicker turnaround times.
Despite the efficiency of automation, some misconceptions persist:
“Automated systems miss critical details.”
Evie is trained to capture not just key financial data, but also context, identifying details like goals, preferences, and even vulnerabilities.
“Not all fields are updated automatically.”
Evie is trained with the same fact find fields as Plannr, making it easier to integrate all the fields. While a few fields require manual confirmation, the integration highlights newly updated fields clearly in green, making review faster and more focused.
“Data accuracy cannot be guaranteed.”
With this integration, newly updated fields are marked for easy cross-checking. Plus, every update can be traced back to the original meeting source with AdvisoryAI’s citation system.
Automation doesn’t replace human oversight — it makes that oversight sharper, faster, and more reliable.
This integration is about removing friction from a process that advisers and delivery teams go through every day. It’s about letting your tech tools talk to each other, so you don’t have to translate between them.
AdvisoryAI x Plannr marks a step forward in how advice is delivered, documented, and managed, with less admin and more impact.
If your firm is already using Plannr, this integration is ready to unlock a smarter, cleaner, faster way to work.