suitance
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AI suitability reports for financial advisers in 60 seconds
Artificial Intelligence
Productivity
Fintech
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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