New Feature: AI-Powered Suitability Reports

Why this matters

Suitability reports are essential, but every advisor knows they can be time-consuming to prepare. Hours of copying data, double-checking details, and formatting into the right structure often take time away from client work.

Now, with AI integration, that process becomes smarter and faster.

How it works

• Pre-filled content: Reports automatically pull key data from the platform - valuations, allocations, client details, and compliance notes.

• AI-assisted drafting: Our system generates the first draft in plain, professional language that’s tailored to the client’s circumstances.

• Advisor control: You keep full oversight. Every report can be reviewed, edited, and signed off before sharing.

• Faster compliance: Reports are structured to align with compliance expectations, reducing the risk of errors or missed details.

Benefits for advisors

• Save hours each week preparing reports.

• Reduce compliance pressure with consistent, accurate structures.

• Spend more time with clients instead of formatting documents.

• Look more professional with polished, client-ready reports.

Available now

AI-powered suitability reports are now live for all firms on the platform. You can start creating reports immediately from the advisor dashboard.