Product

Review instead of retype.

ProSuitability assembles a structured first draft from the inputs you already have, so your time goes into judgement and personalisation — not formatting.

Walkthrough

See it in action

Step through creating a recommendation and generating a suitability report.

How it works

From fact-find to first draft in three steps

Bring in the case

Add your recommendation and the product 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.

What you get

Designed for the advice workflow

Fast drafts

A structured first draft in minutes.

Consistent structure

Every report follows the same defensible shape.

Personalised

Reflects the individual client and recommendation.

Export-ready

Produce a polished document to finish.

[TODO: client] Integrations and supported inputs.

See it on a case of your own.

Start a free trial and draft your first report today.