suitance
AI suitability reports for financial advisers in 60 seconds
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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.
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