Reedly turns a client's portfolio and objectives into a clear, Consumer-Duty-aware suitability or annual-review report. Deterministic figures, red-flag checks, and a branded PDF — so your paraplanning time goes into advice, not formatting.
Pulling numbers, re-typing them, checking they're consistent, wording the Consumer Duty rationale, formatting a PDF — it can take hours per client, and the big back-office suites are expensive and heavy for a small firm. Reedly does the mechanical 80% so your adviser or paraplanner reviews and signs, rather than assembles.
Portfolio positions, objectives, attitude to risk, capacity for loss, and any ESG or vulnerability notes — or import them.
A deterministic engine computes the figures, applies COBS 9 suitability logic, raises red flags (drift, capacity, ESG shortfall, vulnerable-without-note) and drafts the narrative.
Check the draft, tweak wording, and export a branded PDF. Every figure is traceable and the ruleset version is stamped for your audit trail.
Same inputs, same output — reproducible and auditable. No black-box AI inventing numbers.
Flags for fair value, capacity for loss, ESG shortfall and vulnerable clients without a clear-language note.
Editable ruleset and wording per firm, versioned — so reports read like yours, consistently.
A clean, client-ready document with your logo and colours, generated in seconds.
Every claim ties back to a source value, with a ±0.1% check that catches manual slips.
Firm-isolated data, independently security-tested. You stay in control of client information.
Final pricing will be set with early users. These are indicative tiers to gauge fit — early-access members lock in a founding rate.
No. Reedly is a drafting and compliance-support tool. It helps you produce the documentation; the advice, the suitability judgement and the final sign-off remain yours. Reedly is software, not an FCA-authorised firm.
Data is isolated per firm and never shared across tenants. We are building to UK GDPR and will provide a Data Processing Agreement. You can read more in our security notes before you upload anything real.
The engine is deterministic — the same inputs always produce the same figures — and every figure is traceable to its source with a tolerance check. You always review before anything leaves your desk.
No — it complements it. Reedly focuses on doing one job brilliantly: fast, compliant suitability and annual-review reports. Import your data, export the report.
Pricing above is indicative while we work with early users. Join the waitlist and you'll help shape it — and lock in a founding rate.
We're onboarding a small group of UK advice firms. Leave your email and we'll be in touch — and we'd love a 20-minute chat about how you do reviews today.