About Planwright
An AI-native client intelligence platform built by financial planners and engineers for UK advisers.
Our mission is to give advisers time back. Planwright automates document reading, meeting note extraction, client timelines, and CRM syncing without replacing the back-office systems you already rely on.
Based in the UK, we build for independent firms: transparent pricing, Consumer Duty-ready audit trails, and workflows shaped for how advisers actually work.
Built by practitioners, not Silicon Valley.
Planwright was born out of frustration. As practising advisers, we spent more time reading documents, reconciling meeting notes, and re-keying CRM data than building client relationships.
We wanted an intelligence layer accurate enough to trust, fast enough to use before every meeting, and transparent enough that advisers stay in control of every data point.