SuitabilityOS
Statement of Suitability software for financial advisers — client documents, generated from your fact find, signed by you.
Single adviser
€179 + VAT per month
- One adviser login
- All 53 product documents
- Business replacement and client emails
- Your firm’s letterhead on every document
- Upgrade to Up to 3 advisers at any time
For small teams
Up to 3 advisers
€299 + VAT per month
- Three adviser logins
- One firm profile and letterhead, shared
- Each adviser signs their own documents
- Everything in Single adviser
Firm administrator licence: a user who prepares cases on behalf of any adviser in the firm can be added to either plan for €40 + VAT per month, separate from the adviser places. Billed monthly from the day you add your card; cancel at any time from your profile.
Want to see it first? Read about SuitabilityOS or get in touch and we will walk you through it.