Suitability reports. Written in seconds.
Suitance helps financial advisers draft suitability reports faster. All output must be reviewed by a qualified regulated adviser before use.
Start free — 7 days free trial🇬🇧 designed for FCA suitability report standards — 🇦🇺 designed for ASIC Statement of Advice standards — 🇺🇸 designed for CFP Board and SEC planning standards
96/100 compliance score
FCA Consumer Duty aligned
All 8 required sections
Used by global advisers
7-day free trial
1
Paste notes or upload audio
Start with your raw evidence from client meetings.
2
AI generates your full report
Our models build a structured, compliant draft instantly.
3
Download as Word document
Export your polished report ready for final review.
Simple, transparent pricing.
Start today from £19/month. Scale as you grow.
Suitance is a software drafting tool. It is not authorised or regulated by the FCA, ASIC, or SEC. All AI-generated content must be reviewed, verified, and approved by a qualified regulated financial adviser before use with any client. Reports generated by Suitance do not constitute regulated financial advice.