Start creating suitability reports in less than 25 minutes.
Generate unlimited reports each month.
Create unlimited reports each month and verify them automatically with an in-house 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.
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.
