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  • About
  • Planbot
  • Insights
  • Use Cases
    • Paraplanning Software
    • Suitability Report Writing
    • AI for Paraplanners
  • Blog
  • Contact
Book a Demo
  • How to Write a Suitability Report Faster with AI — A Step-by-Step Walkthrough

    A complex suitability report can take the best part of a day to write by hand. Even a routine annual…
  • What Does a Good Suitability Report Look Like? (With Examples)

    The suitability report is where advice is evidenced — and where the client either understands the recommendation or quietly gives…
  • 7 ways financial advisers can use AI to reduce administration

    Administration is the hidden tax on a financial advice firm. For every hour spent with a client, there are several…
  • Understanding AI suitability report generators and how they work

    "AI suitability report generator" – the term covers a growing category of tools that use artificial intelligence to draft suitability…
  • FCA Mills Review implications for wealth managers and IFAs using AI

    FCA Mills Review: what it means for wealth managers and IFAs

    The FCA Mills Review sets out how AI could reshape retail financial services and what this means for wealth managers…
  • AI suitability report writing for financial advisers and paraplanners

    How AI is changing suitability report writing for financial advisers

    AI is reshaping suitability report writing by helping paraplanners and financial advisers reduce drafting time, improve consistency and focus more…
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