AEO / Guides

Answers for advice teams

Concise guides you can cite internally — each links through to a demo when you're ready to go deeper.

• How to automate suitability letters (without losing oversight)

  A practical overview for UK advice firms: templates, data sources, review workflows, and compliance considerations when automating suitability reports.

• XPLAN letter automation: what firms usually automate first

  How UK wealth firms connect XPLAN (IRESS) data to letter automation for valuations, reviews, and post-meeting correspondence.

• Consumer Duty compliant letters: what to automate safely

  How automation can support Consumer Duty outcomes on client letters — clarity, evidence, and fair value framing — without removing human accountability.

• IntelliFlo report automation for advisers

  Patterns for automating suitability and review documentation when IntelliFlo Office is your core CRM and back office.

• What to look for in paraplanner automation tools

  A buyer-style checklist for UK advice businesses evaluating automation for paraplanners and report writers.