Experience an AI you can trust to help you draft suitability letters, annual reviews, in under 25 minutes.
Trusted by +100 of advisers in the UK.
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Efficient compliant reporting, achieved through a seamless collaboration between Neo, our AI, and human interaction.
Time it takes to generate a report per client
Costs per year saved with a dependable tool
Gained per year to focus on other important tasks
Complete personalisation for each client
Experience a collaborative approach where Neo, our AI, prompts advisors for input, ensuring accuracy and alignment with client needs at every step.
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Easily input client details and preferences from existing records or other sources. Our tool automatically extracts the data for personalised reports.
Customise reports to your liking, with options to adjust text styles and sections, and easily share them in PDF or Word formats.
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Get quick answers to common queries in our FAQs.
Yes, the tool allows advisors to upload documents from various sources, including client records, notes, annual statements and product features. Advisors can also input details retrieved from platforms like Intelliflo, for a streamlined process incorporating external information into the suitability report creation.
Client data is safeguarded by several key measures. First, when you upload files, they are transmitted through a secure, encrypted connection to ensure privacy. Once received, the files are stored securely and encrypted in the UK. The AI that processes your data only reads what is necessary to generate the report and does not retain or learn from the information.
The AI analyses data inputted by the advisor and organises it into a comprehensive suitability report template. It collaborates closely with the advisor, prompting for input in areas of uncertainty, such as capacity for loss or setting objectives. The advisor validates key decisions, ensuring accuracy every step of the way.
Client information is securely stored in the UK and remains encrypted at all times. You have the option to delete all data immediately after your report is generated. Additionally, your data is never transferred outside the UK, ensuring it is handled according to local security regulations and standards.
