Suitability reports, drafted from your meeting and ready for your review.
Upload a client transcript and Ivanta drafts a suitability report and vulnerability assessment for you to review, edit and sign off.
Ivanta reads your client file and drafts a report for your review in seconds
How It Works
From meeting to report draft in four steps.
Ivanta automates the most time-consuming part of financial advice — the documentation — so you can focus entirely on your clients.
Step 01
Record the Meeting
Use Ivanta's meeting bot or live session capture to record the client conversation. No manual uploads or formatting required.
Step 02
AI Extracts Key Facts
Ivanta reads the whole conversation and extracts client objectives, risk profile and vulnerability markers, always pointing back to the source text.
Step 03
Review an Editable Draft
Receive a structured suitability report draft, drafted for adviser review. Review, edit and refine every section before sign-off.
Step 04
Compliance Audit & Export
Check the draft, then export as a branded PDF or Word document ready for your client file.
Step 01
Record the Meeting
Use Ivanta's meeting bot or live session capture to record the client conversation. No manual uploads or formatting required.
Step 02
AI Extracts Key Facts
Ivanta reads the whole conversation and extracts client objectives, risk profile and vulnerability markers, always pointing back to the source text.
Step 03
Review an Editable Draft
Receive a structured suitability report draft, drafted for adviser review. Review, edit and refine every section before sign-off.
Step 04
Compliance Audit & Export
Check the draft, then export as a branded PDF or Word document ready for your client file.
No manual data entry. No templates to fill. Ivanta reads the conversation and drafts the report for you, for your review.
See It in Action
From transcript to report draft — live.
Watch Ivanta draft a suitability report from a client meeting transcript in real time.
Watch a Live Suitability Report Generation ➔
Platform Features
Everything your practice needs, in one platform.
From the first client conversation to the final reviewed report — Ivanta covers the advisory workflow.
AI Meeting Notetaker
Automatic transcription and structured note-taking from every client meeting — no manual summaries required.
Live Session Capture
Capture conversations in real time with Ivanta's browser-based recording bot. No separate software needed.
Client CRM
Client records in one place, with data extraction and erasure handled on request.
Compliance Audit Dashboard
Vulnerability flagging and review status on every file, so you can see what still needs your sign-off.
Team & Paraplanner Workflows
Assign drafts, track review status, and hand off seamlessly between advisers and paraplanners.
Branded PDF & Word Export
Export suitability letters and reports in your firm's branding, ready for the client file.
Calendar Integration
Sync with Google and Outlook so Ivanta joins and captures every scheduled client meeting automatically.
Ask Ivanta AI Assistant
A conversational AI assistant that answers compliance questions, searches client records, and drafts content on demand.
Task Management
Create, assign, and track tasks with status tracking. Keep your team aligned on outstanding actions and deadlines.
Document Upload & Intelligence
Upload PDFs, statements, and policy documents. Ivanta extracts and structures key data automatically.
Pricing
The right fit for every practice.
Whether you're an independent adviser or a multi-branch network, Ivanta scales to your firm without compromising on compliance or quality.
Ivanta Pro
For independent advisers and small practices
How many advisers in your practice?
Monthly Total
£299/seat/mo
1 seat
£299
2–4
£249/ea
5–9
£199/ea
- AI-powered suitability reports
- Compliance scoring & audit trail
- Meeting bot transcription
- Consumer Duty alignment checks
- Client KYC data extraction
- Document intelligence
- Paraplanner handoff workflow
- Unlimited client records
Ivanta Enterprise
For firms with 10+ advisers · Custom pricing
Everything in Pro, plus dedicated infrastructure and compliance tooling for larger advisory firms and national networks.
- SSO (Single Sign-On)
- Firm-wide Compliance Audit Dashboard
- Dedicated Account Manager
- Data Export & API Access
Unlimited Adviser & Paraplanner Seats
No seat caps. Volume pricing tailored to your firm.
All plans include a dedicated onboarding session. Cancel anytime.
Struggling to find new clients?
Ivanta Growth runs done-for-you Meta campaigns that deliver guide downloads straight to your inbox.
Security
Security and data protection
- Registered with the ICO (ZC156124).
- A data processing agreement and sub-processor list are available on request.
- Adviser review and sign-off is required before any report is finalised.
Get in touch
See how Ivanta Pro fits your firm.
Book a 30-minute call. We'll talk through your current process and answer your questions.
We use essential cookies to run this site. With your permission, we'd also like to load third-party content, such as our booking calendar, which may set cookies.
Read our Cookie Policy.