Avail has been providing suitability solutions for over 10 years, offering a simple and effective solution to a complex problem. The e-Suitability integrated solution makes administration, compliance and workflow much less of a burden in today's challenging times.
Written by professional advisers and designed to meet the requirements of COB, ICOB and MCOB regulation and products. It covers different advice types ranging from personal to business advice, full and limited advice scenarios.
Now that Avail's data library of over 3000 paragraphs has been integrated into stand alone and Adviser Office versions of e-Suitability, users have the benefit of a truly seamless and bespoke way of creating suitability letters in one convenient place. To find out how comprehensive our solution is, view our data coverage list and recent update history.
Click through the following screen shots to see how the Avail e-Suitability solution can help your business:
Key Adviser Benefits of e-Suitability:
- Significantly reduces the time spent on producing suitability letters/reports
- Significantly reduces the amount of time required to support compliance queries
- Improves sales and marketing effectiveness through the ability to add personalised information directly to the suitability report
Compliance Benefits:
- Quality of documentation is improved at point-of-sale leading to increased first time pass rate
- Reduces checking effort by use of colour-coded data within the report
- Versioning of the letters enables easy checking of historical cases providing a full audit trail
- Ensures a consistent, professional approach through the production of personalised, clearly understandable suitability letters/reports
Pricing
- 0-10 Users: £33.00
- 11-40 users: £20.00
- 41-200 users: £16.50
- 201-250 users: £13.50
- 251-500 users: £10.00
- 501-1000 users: £7.00
Prices are stepped e.g. the charge for 30 users would be 10 at £33.00 and 20 at £20.00. All prices are subject to VAT at the current rate.
To find out more or to order e-Suitability contact us on 01536 443202 or email esuitability@avail.uk.net
