Suitability reports you review, not retype.
ProSuitability turns your fact-find and recommendation into a consistent, personalised first draft — so you review instead of retype.
From £35 /month + VAT
Solo is one adviser. Each extra adviser licence is £7/month + VAT, not another £35. Virtual Paraplanner is free in the trial.
No card needed to start a trial · Cancel any time
Software drafts. Your firm owns the advice and the issued report.
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 you review — not an evening of retyping.
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 basic client details 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.
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.
- · Hosted in the UK (London). Traffic encrypted with TLS 1.2+; data encrypted at rest.
At a glance
- Data hosting
- UK, London
- Encryption in transit
- TLS 1.2+
- Encryption at rest
- Yes
- Access control
- Role-based
- Audit trail
- Yes
FAQ
Questions buyers ask
What does ProSuitability actually do?
It assembles a structured suitability-report first draft from the fact-find and recommendation you already have. A competent person at the firm reviews, edits, and issues the report.
Does it make the recommendation suitable?
No. The firm remains responsible for suitability under COBS 9.4 and Consumer Duty. ProSuitability is a drafting tool, not advice.
Do I need Intelliflo, Xplan, or another back-office link?
No. It works standalone. You bring in the case details and recommendation, then review and export.
Where is client data hosted?
In the UK (London). Traffic uses TLS 1.2+. The security page covers encryption, roles, and subprocessors.
What does it cost, and is there a trial?
Solo Adviser is £35/month + VAT. Each additional Admin/Author licence is £7/month + VAT, not another £35. A two-adviser firm is £42/month + VAT. View-only licences are free. Virtual Paraplanner is an optional £3 per billed adviser, and it is free during the trial. No card is needed to start.
Pricing
Straightforward, per-user pricing
Solo is £35/month + VAT. Each extra adviser licence is £7/month + VAT.
See ProSuitability on your own cases.
Book a 20-minute demo, or start a free trial and draft your first report today.