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Atlas works your Plannr book and keeps the granular detail current.

Atlas reads and writes Plannr both ways, so the granular business-owner and health detail it holds stays current in every report and review.

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400+ firms · 2,000+ advisers ·

#1 most-used adviser AI FTAdviser · EATT Best in Show 2024-2026

400+ firms · 2,000+ advisers

#1 most-used adviser AI FTAdviser

EATT Best in Show 2024-2026

The work after every meeting

↑ reads

client records

plans

documents

↓ writes back

reports

fact-find fields

compliance checks

Your back-office system of record

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Your Plannr data, now in every conversation

Plannr is the modern back-office system built with advisers. Atlas connects to it, pulls client records, plans, and documents into your meeting prep and your reports, then writes the finished work back to Plannr. You review and confirm before anything is committed, so Plannr stays your single source of truth.

Evie joins the meeting, writes structured notes, and pushes the fact-find fields straight into Plannr. No retyping after the client leaves.

Emma drafts suitability reports from your own templates, using the Plannr client data and the meeting transcript together.

Colin checks the file against your compliance rules before it reaches the client, and builds your Consumer Duty board reports.

Atlas answers questions across your whole Plannr book in plain English: who's due a review, who holds what, what changed since last time.

Atlas reflects the granular business-owner and health detail Plannr holds, so your reports and reviews stay current.

Every report Atlas generates lands back in Plannr, so your audit trail stays complete.

What stays in Plannr, what AdvisoryAI adds

Stays in Plannr

Client records, plans, documents, and audit trail
Fact-finds and workflows
Income reconciliation
Your regulatory templates

Client records, plans, docs, and audit trail
Risk profiling and cashflow modelling
Investment execution
Your regulatory templates

AdvisoryAI adds on top

Meeting notes and fact-find capture (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Plain-English answers across your whole book (Atlas)

Stays in Plannr

Client records, plans, documents, and audit trail
Fact-finds and workflows
Income reconciliation
Your regulatory templates

AdvisoryAI adds on top

Meeting notes and fact-find capture (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Plain-English answers across your whole book (Atlas)

HOW IT WORKS

How to connect Plannr to AdvisoryAI

Week 1

Connect Plannr in one click

Demo on your own Plannr data. We connect live, so you see the real integration, not a mockup.

Week 2-3

Create your report templates

Our team rebuilds your suitability and review templates inside AdvisoryAI and confirms data is flowing both ways.

Week 4

Move faster and provide better service

You go live. Plannr keeps running as your back-office system of record; AdvisoryAI does the work on top.

See Atlas keep your Plannr book current.

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card required

Book a demo

Get your AI score

case studies

2,000+ advisers trust AdvisoryAI, here's why

"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

Read case study

"It's been transformative. AdvisoryAI has taken us out of the dark ages of pen, paper and almost hard note-taking into a modern world in which everything interlinks with the systems that we use."

Freddie Gill,

Brooks Macdonald

Read case study

Join 2,000+ advisers at 400+ UK firms, including Brooks Macdonald. #1 on FTAdviser.

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See what our Intelliflo integration can do

Book a demo and see the integrations on your data.

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AdvisoryAI adds
on top

Meeting notes and fact-find capture (Evie)
Suitability reports from your templates (Emma)
Compliance file checking and board reports (Colin)
Plain-English answers across your whole book (Atlas).

See what Atlas does for your firm.

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card required

Book a demo

Get your AI score

Your Intelliflo data, now in every conversation

Atlas connects to Intelliflo through the Open API. It pulls client records, plans, and documents into your meeting prep and your reports, then writes the finished work back to Intelliflo. You review and confirm before anything is committed, so Intelliflo stays your single source of truth.

Evie joins the meeting, writes structured notes, and pushes the fact-find fields straight into Intelliflo. No retyping after the client leaves.

Emma drafts suitability reports from your own templates, using the Intelliflo client data and the meeting transcript together.

Colin checks the file against your compliance rules before it reaches the client, and builds your Consumer Duty board reports.

Atlas answers questions across your whole Intelliflo book in plain English: who's due a review, who holds what, what changed since last time.

Every report Atlas generates lands back in Intelliflo, so your audit trail stays complete.

Paraplanners run batch suitability work across cases without leaving the setup they already know.

Plannr integration FAQs

Does AdvisoryAI replace Plannr?

No. Plannr stays your back-office system of record. AdvisoryAI reads from it and writes back to it, and adds the work that comes after the meeting.

How does the integration work?

What if we're mid-contract with Plannr?

Is our data secure?

How long does setup take?

Serve twice the clients. Give each better advice.

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card

✔ Reports from your templates

✔ 14-day free trial

✔ No credit card

Book a demo

Get your AI score

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For questions or partnerships,

For product support, help, contact us at support@advisoryai.com