document management
Say goodbye to manual drafting with our auto-generated Suitability Letters.
These are automatically populated with case-specific data and fully personalised with your company branding and adviser signatures. You can also seamlessly request electronic signatures for your terms of business, keeping the whole process neatly within the system.
Working intelligently in the background, our built-in AI agent automatically checks client-uploaded documents for validity. It flags discrepancies, ensuring your compliance is robust and your headspace is protected.
