Iress and PlannerPal have enhanced their existing partnership to make it easier for advisers to move from Xplan into PlannerPal as part of their day-to-day advice workflow.

As a result, advisers can now launch the AI-powered workflow directly from Xplan using a single sign-on, making it easier to move between the two systems during the advice process.

The enhancement gives firms a more connected way to access PlannerPal capabilities from the Xplan workflow, including AI-powered meeting intelligence, document generation and CRM update suggestions.

Firms will now be able to move client conversations to CRM updates more seamlessly, improving data quality while reducing manual rekeying across the advice process.

At the centre of the integration is PlannerPal’s Xplan CRM updater, which covers 400 data field across the full Xplan standard fact find.

The tool identifies potential CRM updates from client meetings and documents, allowing advisers to review and approve changes before they are written back to Xplan with a full audit trail and data completeness dashboard.

Head of product for UK wealth at Iress, Jamie Grant, said: "Advisers are increasingly looking to harness the benefits of AI, but they want to do it within the systems and workflows they already know and trust.

"Through our ongoing partnership with PlannerPal, we’re making it easier for firms to access innovative capabilities from the Xplan workflow, without introducing additional complexity or disconnected processes. This connected experience brings practical AI into the advice process in a way that is secure, useful and easy for advisers and their teams to adopt."

CEO at PlannerPal, Mark Whitcroft, added: "Advice firms have been promised joined-up technology for years. This is what it actually looks like: AI that fits naturally into the adviser workflow, supports the CRM they already rely on, and reduces the need for teams to rekey the same information across disconnected tools. This partnership is about making AI practical, connected and genuinely useful in the day-to-day advice workflow."

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