PlannerPal, an AI-powered workflow platform for financial advisers and wealth managers, has strengthened its collaboration with financial technology firm Iress, giving advisers a smoother route between the two systems. The deepened relationship, delivered via the Iress Partnership programme, means advisers are now able to open PlannerPal straight from Xplan through single sign-on. This gives firms [...] The post Iress and PlannerPal deepen AI advice workflow tie-up appeared first on VCNews.co.
Venture Deal
Funding | July 06, 2026
Iress and PlannerPal deepen AI advice workflow tie-up
Funding — July 06, 2026
PlannerPal, an AI-powered workflow platform for financial advisers and wealth managers, has strengthened its collaboration with financial technology firm Iress, giving advisers a smoother route bet...