Why Planwright?

The advice industry still runs on manual fact finds and scattered questionnaires. Planwright puts structured capture where it belongs - before the meeting, not during it.

Save 45 minutes per client

Structured capture, client portal, and completion prompts cut the admin before every meeting.

Built for the UK

UK advice workflows, Consumer Duty requirements, and FCA-aligned vulnerability prompts - not a US template.

Clients actually complete it

Hub-and-spoke design, gentle prompts, and per-field uploads make capture feel manageable - not overwhelming.

One record, not five tools

Fact find and questionnaires on the same client record. Stop stitching data together from separate systems.