Do believe the hype - the future of financial advice has landed in the UK.

[tanya.robinson]

PlannerPal’s AI is now live in Xplan UK — but it’s not just an integration, it’s a transformation - see it for yourself.

Watch our on-demand webinar to see how this deep collaboration is delivering real, measurable results for firms like yours:

 Create one seamless workflow with real-time Xplan sync and auto-save into client files

 Generate enriched meeting notes and pre-filled reports using live Xplan data and documents

 Instantly update Xplan with cleaner, more accurate client data, remove rekeying with full compliance

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Watch the webinar now