The Suitable blog
Notes from inside an advice practice — written by a practising adviser building software for advisers.
- Where Your Client Data Goes When You Use AI: A Straight Answer
Exactly where your client data goes in Suitable: which AWS region, which AI drafts letters, how long it's kept — sourced to the DPA, not a landing page.
· 4 min read - The Paraplanner Bottleneck: Scaling Advice Without the £35k Hire
Full-time hire, outsourced paraplanning or an AI-assisted workflow: an honest comparison of the options when a solo IFA starts weighing a paraplanner.
· 4 min read - The Real Cost of Manual Suitability Reports
A practising IFA itemises where the two hours per suitability report actually go, what that costs across an annual-review book, and the three ways out.
· 4 min read - Why Suitable Starts From the Client File, Not the Meeting Recording
Most adviser AI tools start from the meeting recording. Suitable starts from the client file. Why we made that bet, what it cost and what it buys you.
· 3 min read