AI Wealth Reports
Professional FCA-compliant report automation
Automate Your Suitability Reports
Create FCA-compliant suitability reports in minutes with AI-powered automation. Save time, reduce errors, and focus on what matters most - your clients.
FCA Compliant
Built-in compliance checks ensure every report meets FCA requirements and regulatory standards.
AI-Powered
Advanced AI helps draft recommendations, reasoning, and risk assessments tailored to each client.
Professional PDFs
Export polished, professional reports as PDFs ready to share with clients and store for compliance.