PlannerPal

Save time. Serve more clients.

Free · In-App Purchases

The AI Platform for Modern Financial Advice Save time and serve more clients. PlannerPal automatically turns your client meetings into concise actionable summaries, automatically drafts follow up emails and more complex documents, and allows you to search through the transcript of client meetings for that crucial fact or sales opportunity

Ratings & Reviews

  • 4.0
    out of 5
    4 Ratings

Bug fixes

Version 1.4.9

The developer, Morrow Choice Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Usage Data
    • Diagnostics

Privacy practices may vary based, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Provider
    • Morrow Choice Limited
  • Size
    • 67.6 MB
  • Category
    • Productivity
  • Compatibility
    Requires iOS 15.0 or later.
    • iPhone
      Requires iOS 15.0 or later.
    • iPad
      Requires iPadOS 15.0 or later.
    • iPod touch
      Requires iOS 15.0 or later.
  • Languages
    • English
  • Age Rating
    4+
  • In-App Purchases
    Yes
  • Copyright
    • © Morrow Choice Ltd.
  • Developer Website
  • Privacy Policy
  • Licence Agreement

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