Transform suitability and consumer duty requirements into an opportunity to connect with clients - understand their values, ensure consumer understanding, and confidently identify suitable propositions faster.

Engage and understand your client
Demonstrate you’re acting in clients’ best interests by uncovering what truly matters to them -  deepening understanding and relationships.

Streamline suitability
Save time by instantly seeing which in-house or market-wide propositions align with each client’s profile.

Compare and enrich
Easily compare propositions and use personalised insights to enrich conversations with clear, client-friendly stories that bring portfolios to life.

Strengthen your advice
Capture client values and preferences in a way that naturally supports your advice process - giving you richer records, clearer recommendations, and stronger client conversations.