Solution introduction
A fresh approach to suitability report generation
Learn how layering your reports can help make them more reader-friendly and engaging, and enhance your client experience
A fully-featured and scalable report writing solution designed to reflect the make-up and needs of your company.
Time Saving
Provides the perfect balance of personalised input and timesaving automation, with dynamic content generation to reflect the options selected - meaning client-focused suitability reports can be easily created in minutes not hours.
Automatic Updates
Kept bang up-to-date with taxation, legislation and FCA best practice.
Highly Customisable
Change the look and feel of the user interface, and personalise your workspace and report template to reflect your advice service and processes, as well as your company’s branding.
