Launching today
suitance
AI suitability reports for financial advisers in 60 seconds
1 follower
AI suitability reports for financial advisers in 60 seconds
1 follower
Suitance generates complete FCA suitability reports, Australian SOAs and US financial plans from meeting notes in 60 seconds. Scored 96/100 by an independent compliance reviewer. Also includes compliance checker, regulatory alerts, client email drafter, research summariser and daily market briefing. Works for UK, Australian and US advisers. 7 days free. From £19/month.
