PlannerPal CEO: 'Not all integrations are equal'

Xplan integration intended to tackle poor data quality and fragmented workflows

Isabel Baxter
clock • 3 min read

Many technology providers overstate the depth of their integrations, which can mean that they are not always equal, according to PlannerPal CEO Mark Whitcroft.

Speaking to PA, Whitcroft argued that many technology providers overstate the depth of their integrations. "Not all integrations are equal," he said. "It's very easy in a sector full of disconnected systems for everyone to put a logo on their website and say they integrate. "You might be able to pull in a client list and call that an integration, but the devil is in the detail." Whitcroft's conversation with PA came as PlannerPal and Iress expanded their existing partnership, allowing advisers to launch PlannerPal directly from Xplan through single sign-on and creating a "more deep...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

Isabel Baxter
Author spotlight

Isabel Baxter

News editor at Professional Adviser

More on Technology

Utilities might be the next AI play for patient investors

Utilities might be the next AI play for patient investors

‘It’s less flashy than the tech sector’

Ian Aylward
clock 04 November 2026 • 3 min read
Openwork to build AI into latest technology suite with AdvisoryAI link-up

Openwork to build AI into latest technology suite with AdvisoryAI link-up

Advisers will be able to use meeting notes assistant Evie

Isabel Baxter
clock 04 November 2026 • 2 min read
Openwork targets 60 minutes per client savings through technology suite roll out

Openwork targets 60 minutes per client savings through technology suite roll out

Built on Plannr and Seccl

Jen Frost
clock 03 November 2026 • 2 min read