PlannerPal 4+
Save time. Serve more clients.
Morrow Choice Limited
-
- Free
- Offers In-App Purchases
Screenshots
Description
The financial planner's AI assistant.
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
What’s New
Version 1.1.5
Bug fixes.
Ratings and Reviews
App Privacy
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 on, for example, the features you use or your age. Learn More
Information
- Provider
- Morrow Choice Limited
- Size
- 62.2 MB
- Category
- Productivity
- Compatibility
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- iPhone
- Requires iOS 12.0 or later.
- iPad
- Requires iPadOS 12.0 or later.
- iPod touch
- Requires iOS 12.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Morrow Choice Ltd.
- Price
- Free
- In-App Purchases
-
- Pro £72.00