Features

AI document extraction, meeting ingestion, unified client context, portfolio queries, and CRM sync — intelligence that works where you already do.

Instant Document Extraction

Stop manually keying in policy numbers and valuations. Drop in pension statements, tax returns, or bank statements, and let AI populate the Fact Find automatically.

Turn Meeting Audio into Fact Find Updates

Paste meeting transcripts or record client calls. Planwright automatically highlights financial updates and proposes changes to the client record with line-by-line verification.

Unified Client Context

Sync email and calendar history to build an automated timeline. Get AI-generated pre-meeting briefing sheets 15 minutes before every call.

Talk to Your Portfolio

Query your entire client base or individual client files in plain English. Ask questions like "Which clients have unutilised ISA allowances over £10k?" with full audit trail citations.

Bi-Directional CRM Buffer

Clean, verify, and structure client data before pushing data directly into Salesforce, Hubspot, or MS Dynamics 365.