Solution introduction
One secure platform to easily draft, review, and deliver quality, compliant reports
Whether you're drafting, reviewing, or overseeing advice, the platform enables consistent, compliant, audit-ready reporting—securely and efficiently
Plain-english reports
Concise paragraphs, bullet points, an automatic glossary, and simplified tone.
Live drafting environment
Real-time collaboration with full version control.
Straight-through processing
Draft, approve, and archive in one uninterrupted workflow.
Evidence and audit trail
Every file includes rationale, attachments, timestamps, and sign-off.
System integrations
Connected to Intelliflo, Xplan, Dynamic Planner, EValue, and more.
Ease of use
Drop-downs, sentence finishers, and prompts designed for speed and clarity.
