Structured notes, positioned in minutes.
Upload a term sheet. Get an adviser summary, plain-English client explanation, risk score, suitability read-out and a personalised client email — ready to send.
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Upload any PDF term sheet
Factsheets, KIDs, structured note documentation — parsed natively.
Adviser + client outputs
Executive summary, plain-English explanation, benefits, objections and a bespoke email.
Compliance-aware
Balanced risk and suitability read-outs. Optional compliance disclosure block.