The AI-Native Intelligence Layer for Financial Advisers
Cut client admin from hours to minutes. Automate onboarding, extract data from documents, and turn meeting transcripts into verified, CRM-ready client records, built for UK financial advisers.
David Jones
Personal Information
Title
Mr
First name
David
Last name
Jones
Phone number
07700 900123
Email address
david.jones@email.com
Address
42 Oak Lane, Wilmslow, SK9 1AA
Date of birth
14/08/1972
Gender
Male
Marital status
Married
National Insurance number
AB 12 34 56 C
Nationality
British
Save hours on every client file. Intelligence that works where you already do.
From pension statements to meeting transcripts, Planwright turns unstructured client information into verified, CRM-ready data.
Client context
Client sent pension statement
2 days ago
Annual review scheduled
Tomorrow · 10:00
Pre-meeting briefing ready
15 min before call
Send
Send once, arrive with full client context
Share a branded portal link and let Planwright build the picture before you walk in. Email, calendar, and document history roll into one timeline, with AI briefing sheets ready before every call.
Branded portal link with a clear hub-and-spoke layout clients can complete at their pace.
Email and calendar sync builds an automated client timeline without manual note-taking.
Pre-meeting briefing sheets generated 15 minutes before every scheduled call.
Document extraction
Filling from Pension_Statement.pdf
Pension_Statement.pdf
Policy number
AV-8847291
Provider
Aviva
Current valuation
£145,000
Annual contribution
£12,400
Onboard
Any document, extracted into your fact find
Stop manually keying in policy numbers and valuations. Drop pension statements, tax returns, or bank statements into Planwright and let AI populate the fact find, with every field linked back to the source.
Upload payslips, statements, and policy documents directly to the relevant section.
Line-by-line sourcing links every extracted value to the original PDF page.
Completion prompts keep clients and advisers moving through every section.
Meeting ingestion
Annual review · 12 Mar 2026 · transcript attached
ISA allowance updated to £20,000
Pension contribution increase to £800/month
New mortgage balance: £245,000
Capture
Every meeting, turned into verified updates
Paste meeting transcripts or upload call recordings. Planwright produces structured meeting summaries, highlights financial updates, and proposes changes to the client record, waiting for your approval before anything is saved.
Structured meeting summaries from transcripts and recordings, linked to source lines.
Proposed fact-find changes highlighted with the conversation context attached.
Nothing is submitted until you have reviewed and signed off line by line.
Portfolio query
Which clients have unutilised ISA allowances over £10k?
3 clients matched
James & Sarah Hartley
£14,200 unusedMichael Chen
£14,200 unusedPatel Family Trust
£14,200 unusedReview
Ask anything, across your entire client base
Query individual client files or your whole book in plain English. See what is complete at a glance, validate entries, and walk into every meeting with an advice-ready picture.
Plain-English queries with full audit-trail citations to source documents.
Adviser dashboard shows completion status, outstanding sections, and uploads.
Review and validate entries in one place before the advice conversation.
CRM handoff
Planwright
Verified
12 sections complete
Handoff
Clean data, synced to your CRM
Planwright sits between client interactions and your back office. Clean, verify, and structure client data once, then push verified fact-find updates to your CRM in minutes, not hours.
Bi-directional buffer between client capture and your existing planning stack.
Works with Salesforce, Hubspot, and MS Dynamics 365, with no need to switch CRMs.
Export and sync only after you have reviewed and approved the record.
After every meeting
Verified outputs, not more paperwork. Cut post-meeting admin from hours to minutes.
Conversations about risk, returns, and suitability are high-stakes, but the admin afterwards should not eat your day. Planwright turns meetings, documents, and client inputs into verified, CRM-ready intelligence in minutes, not hours.
Meeting summaries
Structured highlights from transcripts and recordings, with every detail linked back to the source line for audit and review.
Proposed follow-ups
Surface actions and record updates from meeting capture, awaiting your sign-off before anything is saved or synced.
Suitability-ready records
Complete, sourced client data that feeds your suitability file: verified fact finds and questionnaires in one place.
CRM-ready handoff
Push verified fact-find and client record updates to Salesforce, Hubspot, or MS Dynamics 365 when you are ready.
Built to complement your existing tech stack
No need to switch CRMs. Planwright complements your existing UK advice stack, sitting between client interactions and your back office.
You did not become an adviser to check paperwork.
Your clients need your judgement and your time. Planwright handles capture, extraction, and post-meeting admin so you can spend more time on personalised advice, not re-keying CRM fields.
Built for Consumer Duty & Auditability
Line-by-Line Sourcing
Every AI-extracted data point links directly back to the original PDF page, email, or transcript line.
AI Assists, You Approve
From extracted data to completed fact-finds and documents, nothing is submitted or synced until you have reviewed and signed off. Planwright never finalises client records on your behalf.
Bank-Grade Security
Fully GDPR compliant with UK-hosted data storage and enterprise-grade encryption.
All client and practice data stays on UK infrastructure with strict access controls.
One plan, everything included
£50/month platform fee for your whole team, plus £2 per active client file. Full AI document extraction, meeting ingestion, and CRM sync — with no per-adviser charges.
Frequently asked questions
Yes. Every subscription includes a free 30-day trial. A card is required at signup, but you are not charged until the trial ends. You can cancel at any time.