Solutions
Suitability Report Automation
Suitability reports drafted in minutes, evidenced by default, ready for compliance the same day.
- COBS 9A
- MiFID II
- Evidence-linked
- Audit-ready
The problem
The cost of running this workflow by hand
What the manual workflow costs in time and risk, and why adding people doesn't solve it.
Every report costs two to four hours of adviser time
Fact-finds, risk profiles, provider illustrations, and product research are pulled from different systems and formats, then drafted line by line against COBS 9A and MiFID II.
Quality drifts adviser by adviser
Without firm-wide enforcement, standards vary across the book. Compliance only sees a sample, so the rest of the population is uncontrolled.
Evidence gaps surface late
Structural issues are caught in compliance review, or after the report has reached the client. Roughly one in five reports is returned for substantive issues.
Documentation time caps advisory growth
Hiring paraplanners delays the problem; lengthening turnaround damages the client experience. Neither scales the firm.
How it works
Synthex runs every stage, from intake to approval
Each stage handed off automatically. Approval gates only where human judgement matters.
Step01/05
Collect client documents
Fact-find, risk profile, provider illustrations, and correspondence are pulled from your CRM, email, and document stores, or dropped in by the adviser. Synthex normalises every format and selects the firm's report template automatically.
Results
Measurable business outcomes
The process before and after Synthex, side by side.
Report drafting time
With Synthex
Before
2–4 hours
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Evidence coverage
With Synthex
Before
Manual, often incomplete
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Output consistency
With Synthex
Before
Varies adviser by adviser
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Regulatory framework
With Synthex
Before
Applied case by case
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Compliance review time
With Synthex
Before
45–60 min per report
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Compliance return rate
With Synthex
Before
Around 18%
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Audit readiness
With Synthex
Before
Reconstructed after the fact
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Report drafting time
2–4 hours
Under 15 minutes
Evidence coverage
Manual, often incomplete
100% linked to source
Output consistency
Varies adviser by adviser
Standardised across the firm
Regulatory framework
Applied case by case
COBS 9A and MiFID II built in
Compliance review time
45–60 min per report
Under 15 minutes
Compliance return rate
Around 18%
Under 3%
Audit readiness
Reconstructed after the fact
Built in from generation
Example output
The deliverable in your hands
Executive summary
Recommendation
Costs & charges
Suitability report, generated by Synthex
Drafted from synthetic client data. The template, evidence linking, and section structure mirror your firm's output.
FAQ
Common questions
The questions buyers ask before they book a demo.
How long does Synthex take to draft a suitability report?
Synthex drafts a report in minutes from the client's reconciled fact find. The adviser finalises it in under ten minutes, and compliance can review the same day instead of months later in a sample.
Are the reports compliant and evidenced?
Every recommendation is linked to its source evidence and structured to your firm's template, covering objectives, risk, product rationale, and costs against COBS 9A and MiFID II. A named adviser approves each report before it is issued, and the audit trail is captured as the work runs.
Related solutions
Explore more of the platform
More governed execution for the same teams and regulatory surface.
Discovery & Fact Find Capture
Synthex listens, structures the fact find, and syncs it to your CRM.
Learn moreClient Portal & Confirmation
Same-day client confirmation on fact finds, advice notices, and reports. No portal account, no signed PDFs.
Learn moreLOA Orchestration & Reconciliation
Letters of Authority drafted, sent, chased, and reconciled clean.
Learn moreSee Suitability Report Automation in your firm
We'll tailor the walkthrough to how your firm actually runs.