PlannerPal

[jim.farrell]

Integration overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration summary

PlannerPal: AI-Powered Efficiency for Financial Planners - save time, serve more clients.

Software type: AI / Digital Engagement / Online Meetings

Locale(s):  United Kingdom

Contact details for integrator: For any questions, please contact team@plannerpal.co.uk

Website for integrator: https://www.plannerpal.co.uk/

Description provided by the integrator:  PlannerPal: The Financial Planner's AI Assistant

Benefits

✓ Accelerate Client Responses

✓ Minimize Administrative Tasks

✓ Focus on Growth & Service Quality

✓ Improve Client Data Accuracy

✓ Strengthen Team Collaboration

Automated Meeting Summaries: 

Convert client meetings into concise, actionable, industry-specific summaries in seconds, bypassing the hassle of manual note-taking.

AI-Assisted Document Drafting: 

Let AI handle the preliminary drafts of emails and essential documents (file notes, fact finds, and letters) in your style and format. No need to change your way of doing things.

Search Your Past Conversations: 

Say goodbye to the hassle of replaying recordings. Quickly search soft and hard facts. Never forget the name of a client’s grandchild again!

Runs on Your Mobile or Joins Video Calls: 

Record in-person meetings or voice notes with the PlannerPal mobile app or use our companion bot to record Microsoft Teams or Zoom meetings.

Integration with IRESS Xplan: 

Watch the integration in action here.

• Pull in selected or all of your clients from Xplan into PlannerPal.
• Save documents generated in PlannerPal into Xplan. 

(A deeper integration is coming soon)

PlannerPal Video Demos:

• Web Portal
  
• Mobile App

IMPORTANT NOTE - This integration will be made available for firms on multi-tenented sites 12/06

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration may already have been enabled. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth).

In your third party integrator software: 

You can download PlannerPal and try it for yourself with a free trial.  For further information please email PlannerPal at 'team@plannerpal.co.uk' saying "Let's Go!"