Who we're for
UK financial planners and IFAs drowning in admin across documents, meetings, and CRM updates who want to focus on relationships, not paperwork.
Advisers spending hours on admin
You are chasing documents, re-keying valuations, and reconciling meeting notes when you should be advising clients.
Firms with fragmented client data
Emails, PDFs, CRM records, and meeting notes live in different places. Planwright brings them into one intelligent workspace.
Practices ready for AI-assisted workflows
You want meaningful efficiency gains without ripping out the back-office systems your firm already depends on.