Auto SL
Revolutionising Suitability Letters in Financial Advice.
Revolutionising Suitability Letters in Financial Advice
Creating detailed, compliant suitability letters is a time-consuming task for financial advisers. These documents are critical, but they can take up valuable time that could be better spent advising clients. Auto SL is the answer – an AI-powered tool that generates suitability letters in under 60 seconds, ensuring accuracy and compliance with ease.
Key Problems Solved:
- Time-Consuming Process: Manually drafting suitability letters can take hours.
- Risk of Human Error: Mistakes in the content can lead to compliance issues.
- Repetitive Task: Creating similar letters repeatedly is inefficient and dull.
Auto SL automates this process, providing tailored, compliant letters instantly. By using AI, it ensures every letter is customised to each client’s profile, freeing up advisers to focus on providing value rather than getting bogged down in admin.
"Auto SL transforms the way advisers manage compliance. By automating suitability letters, we’re giving advisers their time back while ensuring complete accuracy. It’s a game changer for any advice firm," says Chris Tweed, CEO of Ai Office.
Pricing
Two products are available:
AutoSL WebApp – you take the webapp access, access anywhere/anytime providing you with full control of the process.
£150 per month per adviser + VAT.
AutoSL Mailbox – you send us the documents and we manage everything for you and return to you in 24 hours allowing you to completely focus on what you do best – seeing clients.
£300 per month per adviser + VAT
*All advisers in your practice must be signed up
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