Generated in under 25 minutes.
30 Day Free Trial. No Credit Card Required.
Efficient compliant reporting, achieved through a seamless collaboration between Neo, our AI, and human interaction.
Time it takes to generate a report per client
Costs per year saved with a dependable tool
Gained per year to focus on other important tasks
Complete personalisation for each client
Experience a collaborative approach where Neo, our AI, prompts advisors for input, ensuring accuracy and alignment with client needs at every step.
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Easily input client details and preferences from existing records or other sources. Our tool automatically extracts the data for personalised reports.
Customise reports to your liking, with options to adjust text styles and sections, and easily share them in PDF or Word formats.
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Generate suitability reports in less than 25 minutes. Skeptical? Try it for free today. No credit card needed. Cancel anytime.
Generate unlimited reports each month.
Generate unlimited reports each month, automatically reviewed by our paraplanner.
Get quick answers to common queries in our FAQs.
Yes, the tool allows advisors to upload documents from various sources, including client records, notes, annual statements and product features. Advisors can also input details retrieved from platforms like Intelliflo, for a streamlined process incorporating external information into the suitability report creation.
Client data is protected throughout the report creation process through secure handling and encryption protocols. The tool ensures that sensitive information remains confidential and is only accessible to authorised users.
The AI analyses data inputted by the advisor and organises it into a comprehensive suitability report template. It collaborates closely with the advisor, prompting for input in areas of uncertainty, such as capacity for loss or setting objectives. The advisor validates key decisions, ensuring accuracy every step of the way.
Client information is stored securely within the tool's platform. Using robust encryption methods and complies with data protection regulations to safeguard client data from unauthorised access or breaches.
