Paste notes or upload audio
Start with your adviser notes or a recorded meeting. Suitance accepts both without changing your process.
AI Suitability Platform
Suitability reports. Written in seconds.
Suitance uses AI to turn your meeting notes or audio into fully structured FCA-compliant suitability reports — ready to download as a Word document.
4 hrsTypical drafting time saved on every suitability report.
8 sectionsStructured around the core report areas advisers need to cover.
Word-readyDownload polished reports instantly for client file completion.
How It Works
A smoother workflow for advice firms.
Suitance keeps the process simple: capture the meeting, generate the report, and send the final document onward without spending an afternoon drafting.
AI generates your FCA report
The platform organises the meeting into a professional suitability report aligned to the required structure.
Download as Word document
Review the finished draft in-app and export a clean Word document for your client file and internal process.
Why Suitance
Built for modern UK independent advisers.
Designed to feel trustworthy in front of clients and efficient behind the scenes for advisers, paraplanners, and compliance teams.
Save 4 hours per report
Spend less time drafting from scratch and more time advising clients.
FCA Consumer Duty aligned
Supports a clear, structured process around suitability and client outcomes.
All 8 required sections
Keeps every report organised with a consistent section-by-section format.
Audio transcription built in
Turn recorded meetings into usable report drafts without manual transcription.