PlannerPal

PlannerPal
Content rating
Everyone
100+
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Content rating
Everyone
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About this app

User PlannerPal to record, transcribe and summarise your client meetings and generate documents
Recording, transcription and document generation for financial advisers
Updated on
Oct 23, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
  • No data shared with third parties
    Learn more about how developers declare sharing
  • This app may collect these data types
    Photos and videos
  • Data is encrypted in transit
  • You can request that data be deleted

What’s new

Minor bug fixes & improvements.
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Content rating
Everyone
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App support

Phone number
+441225941135
About the developer
MORROW CHOICE LIMITED
team@plannerpal.co.uk
Cambridge House Henry Street BATH BA1 1JS United Kingdom
+44 1225 941135
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