Great news! Another fantastic integration has gone live in Plannr - this time it's the legends at AdvisoryAI!

You can now access Emma and Evie via the Addon store in Plannr! For those of you not familiar with AdvisoryAI, take a look below 🚀

The AdvisoryAI integration gives you back precious hours every week. By using AI employees Emma and Evie, you can generate any advice report customised to your templates and update Plannr in minutes, if not seconds. No more manual keying-in data into Plannr!

Key features -
☝🏼 Automate suitability reports, annual review reports and meeting notes
✌🏼 Pull all your clients data into AdvisoryAI
🤟🏼 One-click update client data back into Plannr from meeting notes
👊🏼 Enhanced vulnerability assessments for FCA compliance
🤚🏼 Capture details accurately across all UK regional accent

Finish a client meeting, have your reports ready almost instantly and finally update Plannr in seconds!

Grab yourself a demo with the AdvisoryAI team via the Addon store in Plannr, or if you're already a user of Emma and Evie, reach out to the team to get the integration setup at team@advisoryai.com! Usual guide available in our helpdesk knowledgebank.