Statements of Suitability,
done properly.

Client documents generated from your fact find, signed by you, with every figure traceable to the fund registry and the firm profile.

Fifty-three product tiles across six providers
Business replacement analysis and client emails included
No client data stored on the server, ever

Billed monthly from today. Your card is charged for the first month when you add it, then on the same day each month until you cancel — which you can do at any time from your profile.

Create your account

Your firm gets its own profile, letterhead and documents on SuitabilityOS.

Your plan required

You can upgrade from Single adviser to Up to 3 advisers at any time. A firm administrator licence (prepares cases on behalf of any adviser) can be added to either plan later for €40 + VAT per month, separate from the adviser places.

Firm name required

Your full name required

Name as signed on documents

Role

Phone

Email required

Discount code optional

Free-trial code optional

Before the account is created, please confirm each of the following all required

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The rest of your details, and the firm’s, can be added from your profile once you are in.
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Statements of Suitability,done properly.

Create your account

Statements of Suitability,
done properly.