AI-powered. Human-assured. Your reports are produced using advanced AI technology and then rigorously reviewed by qualified paraplanning professionals before they reach you.

AI is exceptionally good at processing large amounts of information, identifying patterns and producing consistent drafts.

Experienced paraplanners are better at understanding nuance, questioning assumptions, and bringing a wealth of experience and technical knowledge that means they recognise when something doesn't look right. With AI Suitability Reports, you get both.

Every report remains individually reviewed. AI doesn't sign off your report. We do. Every AI-assisted report is reviewed by an experienced paraplanner who checks the content against the underlying client information and advice provided. This is an important differentiator from purely automated report-writing software.

We call this the “three layers of protection” concept: