Suitability reports
Articles about suitability reports, report-writing software, reviewability, and advice file outputs.
Why firm-standard templates matter for suitability reports
Suitability reports work best when AI-assisted drafting fits the firm's existing templates, wording and standards, rather than forcing advisers and paraplanners into a generic report format.
Audit trails for AI-assisted suitability reports
AI-assisted suitability reports need audit trails that make source information, edits, review steps, and human approval visible to the firm.
How to review an AI-drafted suitability report
AI can help draft a suitability report, but the report still needs human review. Here is what advisers and paraplanners should check before trusting the draft.
FCA guidelines for your suitability report writing process
FCA suitability report requirements are not just a checklist. Advice firms need reports that explain the recommendation and stay easy to evidence and review.
Suitability report writing software: what UK advice firms should look for
Suitability report writing software should do more than create a fast first draft. UK advice firms need tools that fit their templates, support review, and keep advisers in control.
What is a suitability report?
A suitability report explains the advice given to a client and why the recommendation is suitable. Here is what that means in practice for advisers and paraplanners.