Product
Review instead of retype.
ProSuitability assembles a structured first draft from the inputs you already have, so your time goes into judgement and personalisation — not formatting.
Solo £35/mo +VAT
Demo video
See it in action
A captioned, silent walkthrough of a £20k Stocks & Shares ISA example, using fictional client data.
2 min 40 s · captions on · no sound · fictional example client. The video loads from YouTube (youtube-nocookie.com) only when you press play.
Transcript
ProSuitability: drafting suitability reports for UK financial advisers. Walkthrough: a £20k ISA example, starting from the public demo. Example client — fictional data throughout this walkthrough.
One recommendation on this case: Stocks & Shares ISA, £20,000. ProSuitability assembles a structured first draft from the case inputs. The draft reflects this client and this recommendation.
Constructor view: document preview, document map and actions side by side. Preview each section's paragraphs; the adviser chooses what fits. Sections are grouped by part of the letter; brackets count the options. Nothing left to finish: Ready to export.
Now signed in as an adviser, on a new example case. The adviser enters the case facts: advice area, context, product. Provider and contract details: Nucleus, £20,000 lump sum contribution. Case folder: one recommendation, a £20,000 Stocks & Shares ISA.
View Report: ProSuitability drafts the letter. Field entry: the adviser checks and edits any field in the letter. Export to Word in colour, for your firm's review and checks.
Software drafts. Your firm owns the advice and the issued report.
Start a free trial — no card needed: start a free trial.
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.
What you get
Designed for the advice workflow
Fast drafts
A structured first draft you review — not retype.
Consistent structure
Every report follows the same defensible shape.
Personalised
Reflects the individual client and recommendation.
Export-ready
Produce a polished document to finish.
Works standalone — no practice management system integration required.
ProSuitability is suitability report software for small UK IFAs, advisers, and paraplanners: a Report Constructor drafting tool that turns your fact-find and recommendation into a structured first draft, so you review instead of retype. It is built for authors who already know what belongs in a COBS 9 and Consumer Duty file under the FCA — it does not replace judgement, and it is not “FCA approved” software.
For a worked example on this page, use the £20k ISA demo. Core Solo is £35 per month + VAT (pricing). Optional Virtual Paraplanner is a suggest-only Needs & Demands companion after the recommendation; it does not write Constructor fields or the suitability report.
See it on a case of your own.
Start a free trial and draft your first report today.