Why Planwright?

Planwright sits between your client interactions and your back office, saving advisers hours on document reading, meeting follow-up, and CRM data entry.

Save hours on every client file

Document extraction and transcript ingestion replace manual re-keying before and after meetings, giving you time back for advice.

Built for UK advice firms

Consumer Duty audit trails, UK hosting, and workflows shaped for IFAs and planners, not a generic US template.

Works with your existing stack

Planwright complements Salesforce, Hubspot, and MS Dynamics 365 rather than replacing them. No need to switch CRMs.

Advisers stay in control

Every AI-extracted field links to its source. You verify line by line before anything reaches your back office.