Suitability reports in minutes signed off by you.
Two Quill is an AI paraplanner that turns a client meeting or fact-find into a compliant, source-cited suitability report, ready for your review. Two quills on every report: it drafts, you sign.
Recommendation & rationale
2 sources cited · linked to fact-find & provider illustration
The cost of the status quo
Advisers lose around 40% of every week to suitability reports, and the usual fixes are slow or expensive.
A paraplanner costs £45,000–£75,000 a year, and is genuinely hard to find and keep.
Outsourcing runs £75–£450 a report and takes days, with your house style lost in translation.
Most AI tools stop at a meeting summary. The report, the actual job, is still on your desk.
How it works
From fact-find to signed report, in one run.
Two Quill does the whole paraplanning job: research, modelling and the written report, then hands it back for your review.
Reads the meeting
Takes the client meeting or fact-find as its starting point.
Researches & models
Researches options and models cashflow against the case.
Drafts the report
Writes the suitability report in your house style.
Updates your CRM
Writes back to Intelliflo or Iress, keeping records tidy.
Compliance check
Runs a Consumer Duty check across the four outcomes.
You review & sign
Always. You make and sign off every piece of advice.
Most AI for advisers stops at a meeting summary. Two Quill does the whole job.
Built for compliance
Control and accountability, by design.
Two Quill is built around the way the FCA expects advice to be done: evidenced, auditable, and owned by the adviser.
Source-cited
Every figure links back to the document it came from: fact-find, illustration or statement. No unexplained numbers.
Audit-ready
A time-stamped trail mapped to the four Consumer Duty outcomes, ready for your file checks and the regulator.
Your data, in the UK
UK data residency, never used to train shared models, ISO-grade security. Your clients stay your clients.
You stay accountable
Two Quill drafts, you sign. Responsibility never leaves the adviser, exactly as the FCA requires.
Pricing
Transparent pricing, a fraction of a hire.
Start on a single live case, then scale to your firm. No long lock-ins to try it.
Practice · 1–3 advisers
≈15 reports a month, notes & reviews included.
Book a demoA fraction of a £45–75k hire. Pension-transfer & at-retirement work priced as a premium add-on. Enterprise & network pricing on request.
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Built by an adviser
"Two Quill was built by a practising UK financial adviser who was drowning in suitability reports too, and is powered by Struan's human-in-the-loop AI workforce platform."
[Founder name], Founder of Two Quill & practising IFA
FAQ
The questions advisers ask first.
No. Two Quill drafts the paraplanning work: research, modelling and the written report. The adviser makes and signs off all advice. Responsibility stays with you.
Yes. UK data residency, never used to train shared models, and a full audit trail on every report. Your data is isolated to your firm.
Yes. Two Quill is configured to your templates and tone of voice during onboarding, so reports read like your firm wrote them.
Two Quill integrates with Intelliflo and Iress, writing records back so your CRM stays current.
We start with a live demo on one of your own cases, then onboard your firm in days, not weeks.
See Two Quill draft a live report.
Bring one of your own cases. We'll turn it into a source-cited suitability report while you watch.
Book a 20-minute demoBuilt by a practising adviser · Powered by Struan