Suitability Reporting

Cut costs, save time and deliver compliant reports.

Start creating suitability reports in less than 25 minutes.


Generate unlimited reports each month.

Per month per user
*limited time offer
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Unlimited Reports
24/7 Support

Create unlimited reports each month and verify them automatically with an in-house paraplanner.

Systematic Paraplanner Review
Unlimited Reports
24/7 Support
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.


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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.

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