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Bluegrove Technical

The technology arm of Bluegrove

Introducing e-Suitability, an automated suitability report writing tool for financial advisers.

e-Suitability is a technology aided solution to producing high quality suitability reports in a fraction of the time normally taken.

The report writing tool uses a market leading software platform which makes possible automatic inclusion of most necessary report text based on simple inputs about the recommendation.

Support is given for most pension and insurance companies plus most investment platforms.

And, a large range of recommendation types is available.

Reports can be printed directly or exported to a Word document for finish editing if required.

Extensive layout and customisable text features are included at no extra cost.

Save Time

Create finished suitability reports in a fraction of the time.

Reduce Costs

Reduce the cost of report creation.

Improve Compliance

All relevant content is included automatically.

Buy Now

Standalone Version

This version operates on one PC per registered user.

Download, install and begin using e-Suitability in only a few minutes after receipt of an email confirming your registration.

Pricing - payable by monthly subscription:

0 to 10 users £33 per user
11 to 40 users £20 per user
41 to 200 users £16.50 per user

All prices exclude VAT
Prices for larger user numbers available on request.

Adviser Office Version

This version will operate on one or more PCs and integrates with the best features of Iress's Adviser Office.

Use your para planner to generate a draft report and then review and edit it yourself and pass the work back for printing and posting - all via Adviser Office's Activity Manager.

Download, install and begin using e-Suitability in only a few minutes after receipt of an email confirming your registration.

Pricing - payable by monthly subscription:

0 to 10 users £33 per user
11 to 40 users £20 per user
41 to 200 users £16.50 per user

All prices exclude VAT
Prices for larger user numbers available on request.