Introducing Emma: The Ultimate AI Paraplanning Software for Report Writing

Imagine cutting your suitability report writing time from many hours down to just a few minutes, while maintaining your firm's unique style. We're thrilled to introduce Emma, our latest AI-powered paraplanning software tailored for financial advisers and paraplanners across the UK. Emma is set to transform your workflow, particularly in the realm of AI suitability report generation and more.

Crafted With Your Input

Emma is the culmination of extensive research and invaluable feedback from financial advisers across the UK. We've listened attentively to your needs and challenges, and Emma is our response - an AI assistant that genuinely understands the nuances of financial advice documentation.

Unlike generic automation tools that simply swap names into pre-written templates, Emma represents a fundamental shift in how paraplanners approach report creation. This is AI that understands FCA regulations, Consumer Duty requirements, and the critical difference between creating compliant documentation and merely filling in blanks.

The Art of Customisation

Emma's standout feature is its remarkable adaptability as a compliance-focused paraplanning software. We recognise that each advisory firm has its own unique approach, and Emma is designed to integrate with your existing processes. Here's what sets Emma apart:

Template Flexibility: Emma works harmoniously with your current templates, ensuring consistency in your client communications.

Trustworthy Precision: With an impressive 95% accuracy rate from day one, Emma establishes a new standard for AI suitability report & more generation. 

Efficiency With Depth: Emma produces concise yet comprehensive reports, capturing all essential details - including those vital soft facts that truly matter to your clients and demonstrate genuine suitability under Consumer Duty.

Unparalleled Customisability

When you partner with AdvisoryAI, Emma adapts to your unique style. For example, we use your existing templates as a foundation and adapt accordingly as a suitability report writing software. Emma learns your layout and generates content accordingly. You can then fine-tune the final draft within the AdvisoryAI platform before sharing with clients. Over time, Emma learns from your edits, aligning more closely with your recommendation style.

Our new document editor empowers you to:

• Incorporate your branding elements: colours, images, graphs, and charts

• Create bespoke templates that mirror your current client communications

• Eliminate the need for external design services

• Maintain complete control over your document's appearance

The result? Significant time savings, seamless integration into your workflow, and compliance confidence.

95% Accuracy: Tested and Proven

We rigorously tested Emma's capabilities as an AI-powered paraplanning software. We uploaded hundreds of diverse documents: meeting notes, fact finds, and provider summaries. We made sure that we trained Emma on a variety of content, including different providers and note-taking styles. Finally, we tested Emma's ability to extract and integrate relevant information into suitability reports.

The results that we received were impressive:

• Emma achieved 95% accuracy in generating suitability reports

• 9 out of 10 times, Emma precisely identified and incorporated relevant content from various input documents

• Reports were produced in minutes without sacrificing quality or compliance

This level of accuracy is what differentiates it from other generic “suitability report writing software”. This is a purpose-built AI designed specifically for UK financial advice documentation.

Check out in detail How to create compliant suitability letters

Compact Yet Comprehensive

Addressing the industry-wide challenge of information overload, Emma delivers concise yet thorough reports as more than just a suitability report writing software. She can become your AI assistant:

• Understands every report’s purpose and works as a paraplanner

• Reduces suitability letter length by approximately 50% without sacrificing essential content

• Typically generates reports in under 10 pages

• Incorporates crucial soft facts that might be overlooked in manual report creation

• Makes Emma the ultimate advice assistant for paraplanners

Our development process focused on key questions:

• How effectively does Emma extract and utilise soft facts from client meetings?

• Can it connect information from various stages of client interactions and provider documents?

• What's the optimal length for each section of a suitability letter?

• How can we balance important information with "nice-to-have" details?

Consumer Duty demands that clients receive information they need at the right time in a way they can understand. Emma's ability to produce concise, clear reports directly supports this regulatory requirement while reducing paraplanner workload.

How Emma Works

Understanding how Emma functions as paraplanning software helps clarify why it's different from traditional automation:

The entire process from document upload to compliance-checked draft takes roughly 20 minutes of active paraplanner time, compared to 4–6 hours manually.

Wanna see how it actually works? Check this video out

Emma + Evie + Colin: The complete team

Emma doesn't work in isolation. She's part of a complete ecosystem of AI assistants designed for financial advice:

Evie – Meeting notes and admin assistant:

Emma – Report writing assistant (AI paraplanning software):

Colin – Compliance checker:

Together they make the entire advice process quicker, compliant & personalised

Award-Winning Innovation in Paraplanning Software

Emma's impact hasn't gone unnoticed. AdvisoryAI has received industry recognition for pioneering AI suitability report generation and every other paraplanning automation:

• Best in Show: Empowering Advice Through Technology (EATT) 2024 and 2025—two years running. Check out our demo at the show [Link]

• Schroders leading innovation award: Recognised and awarded at the Schroders UK Platform Awards 2025

These represent validation from industry experts, judges, and adviser peers that Emma represents genuine innovation in AI paraplanning software, reshaping how UK advice firms operate and that you’re not pulled into another clever marketing.

Endorsed & loved by advice firms

The proof of Emma's value as suitability report writing software comes from the firms using it daily:

The pattern is consistent: firms using Emma as paraplanning software are working better, producing higher-quality outputs with stronger compliance and greater capacity for growth.

A New Era in AI-powered paraplanning software

Emma represents a leap forward in crafting suitability reports, annual reviews, and more. She offers the same high-quality recommendations in a fraction of the time, combining customisability, precision, and conciseness as purpose-built paraplanning software.

Experience Emma for Yourself

Curious about Emma's potential for your practice? Get in touch to explore the future of financial advice documentation with paraplanning software built specifically for the work you actually do.

Book a Demo with AdvisoryAI →