For financial advisors and wealth managers

Suitability reporting made easy.

Generated in under 25 minutes.

30 Day Free Trial. No Credit Card Required.

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Streamlined and compliant reporting

Efficient compliant reporting, achieved through a seamless collaboration between Neo, our AI, and human interaction.

<25 min

Time it takes to generate a report per client


Costs per year saved with a dependable tool

+26 days

Gained per year to focus on other important tasks


Complete personalisation for each client

Collaborative AI-assisted approach.

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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Seamless data extraction.

Easily input client details and preferences from existing records or other sources. Our tool automatically extracts the data for personalised reports.

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Customised reporting.

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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Start your 30 day free trial

Generate suitability reports in less than 25 minutes. Skeptical? Try it for free today. No credit card needed. Cancel anytime.

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Free 30 day trial
No credit card required
Cancel anytime
Standard Plan

Generate unlimited reports each month.

£250 per month
£99 per month
Premium Plan

Generate unlimited reports each month, automatically reviewed by our paraplanner.

Get a quote
(better price assured!)
questions & answers

Frequently Asked Questions

Get quick answers to common queries in our FAQs.

Can the tool work with current client records or other information sources?

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.

How is client data protected throughout the report creation process?

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.

What does AI do in making reports, and how does it work with advisors?

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.

Where and how is client information stored securely?

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.