Suitability reports,
in minutes.
ProSuitability turns your fact-find and recommendation into a consistent, personalised first draft — so you review instead of retype.
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Trusted by advice firms
[TODO: evidence] Proof stat, e.g. “average report drafted in X minutes”.
The problem
Good reports take too long — and drift.
Suitability reports eat evenings. Quality drifts between advisers, and compliance review sends work back. The writing is necessary; retyping the same structure for every client is not.
Why ProSuitability
Built around the advice process
Four things every report should be — without the evening at the keyboard.
Fast
A structured first draft in minutes, not an evening.
Consistent
Every report follows the same defensible structure.
Personalised
Drafts reflect the individual client and recommendation.
Lower cost
Less adviser and paraplanner time per report.
How it works
From fact-find to first draft in three steps
Bring in the case
Add the fact-find and your recommendation — the inputs you already have.
Generate a draft
ProSuitability assembles a structured, personalised suitability report.
Review & export
Check, edit where needed, and export a polished document.
Security & compliance
Your client data, handled with care
ProSuitability is built for a regulated environment: access is controlled, actions are auditable, and the service is designed around the advice process rather than bolted on to it.
- · Role-based access — advisers, paraplanners and firm admins see only what they should.
- · Auditable changes across the advice workflow.
- · [TODO: client] Hosting region, encryption and sub-processor details.
At a glance
- Data hosting
- [TODO: client]
- Encryption
- [TODO: client]
- Access control
- Role-based
- Retention
- [TODO: client]
“[TODO: client] A short, specific quote from a real adviser about time saved or consistency gained.”
Pricing
Straightforward, per-user pricing
Start with a free trial. See the plans and what each includes.
See ProSuitability on your own cases.
Book a 20-minute demo, or start a free trial and draft your first report today.