Built for UK financial advisers
Stop chasing missing data.Start advising.Intelligent onboarding that cuts fact-find time down to just 15 minutes.
Planwright guides your clients through a simple, intuitive digital fact-find and risk questionnaire. Collect clean data, quickly - ensuring you're prepped for every meeting, every time.
Fact finds still take too long — and errors slip through.
Manual re-keying, scattered questionnaires, and incomplete records slow down every new client and annual review.
Admin before every meeting
Chasing details, correcting errors, and cross-checking numbers before the advice conversation can begin.
Wasted time in every meeting
First calls and annual reviews often open with reconciling what has changed — not with the advice clients came to hear.
The same data entered repeatedly
Paper forms, CRM, planning software, and third-party questionnaires — each with its own format and errors.
Documents scattered across email
Clients send files piecemeal. You assemble the picture manually and hope nothing was missed.
Questionnaires in too many places
Attitude to risk, capacity, and vulnerability spread across tools — with no single view of completion.
Gaps that create compliance risk
Incomplete records undermine suitability files and make Consumer Duty scrutiny harder to defend.
Planwright solves all of this, and more.
Everything sorted before the meeting.
Digital fact-find, risk questionnaires, and onboarding in one place.
Flexible fact finds
Structured forms for onboarding and annual reviews — without rebuilding from scratch each time.
Risk questionnaires built in
Attitude to risk, capacity, and more on the same client record — not a separate login.
Custom forms and templates
Start from proven templates or tailor sections to your process — no blank-page rebuilds.
Text to clients
Send templated prompts for outstanding sections — without copying from your inbox.
Client portal
Send clients a link to complete their section before the meeting. Arrive prepared, not chasing.
AI document capture
Attach payslips, statements, and policy documents and watch Planwright extract the data for you.
How it works
From secure invite to advice-ready data in three steps.
- 01
Send your client a secure text and/or email with a Planwright link.
- 02
Your client fills out their fact find and chosen questionnaires.
- 03
You receive their full data set — so you can focus on advising, not chasing information.
Transparent per-user pricing
Simple per-user pricing with unlimited active clients on every plan — no network minimums.
Your data — and your clients' data — protected.
UK-hosted infrastructure built for regulated advice firms.
Hosted in the UK
Client and practice data stays on UK infrastructure — no offshore storage.
GDPR aligned
Built with UK GDPR and data protection requirements in mind.
Encrypted end to end
Data protected in transit and at rest using industry-standard encryption.
Strict access controls
Secure authentication and role-based access for your team.
Frequently asked questions
Yes. Every plan includes a free 30-day trial. A card is required at signup, but you are not charged until the trial ends. You can cancel at any time.