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Suitxen
Fact-find15 structured steps, information captured onceCalculation engine46 modules across six familiesRisk profilingAttitude, capacity and knowledge considered separatelyWorksheet engineWhere the case becomes the evidence
AboutSecurity & complianceBetaLog inRequest beta access
PlatformFact-findCalculation engineRisk profilingWorksheet engineAboutSecurity & complianceBetaLog inRequest beta access
LEGALPublished — in full, versioned

The complete legal set, exactly as your firm will accept it.

Seven documents, all at v1.1 — 21 September 2026. The three marked for the beta gate are presented in that order — Mutual NDA, Beta Programme Agreement, Data Processing Agreement — before any access is enabled.

v1.1Terms of Service

Customer agreement for the Suitxen platform, including the Service Level Agreement.

v1.1 · beta gateData Processing Agreement

Controller–processor terms under Article 28 UK GDPR, accepted before any client data is entered.

v1.1Privacy Notice

How Suitxen Ltd handles personal data for which it is the controller.

v1.1Sub-processor Register

Every sub-processor, its location and safeguard — with 30 days’ notice of changes.

v1.1Cookie Policy

How this website uses cookies and similar technologies, and the always-available preference centre.

v1.1 · beta gateBeta Mutual NDA

Mutual confidentiality terms for the closed beta, accepted online through the beta gate.

v1.1 · beta gateBeta Programme Agreement

The two-week evaluation window, staged access and founding-pricing terms.

Your compliance team can request supporting governance documentation during onboarding.

Suitxen

A connected financial planning workspace built so the case record develops as the work progresses.

Platform

  • Fact find
  • Calculation engine
  • Risk profiling
  • Worksheet engine
  • How it works

Company

  • About
  • Mission
  • Values
  • Security & compliance
  • Who we serve

Legal

  • Terms of Service
  • Data Processing Agreement
  • Privacy Notice
  • Sub-processors
  • Cookie Policy
  • Beta NDA
  • Beta Programme Agreement

Connect

  • info@suitxen.co.uk

© 2026 Suitxen Ltd · Registered in England & Wales · Company No. 17284189 · Registered office: 71-75 Shelton Street, Covent Garden, London WC2H 9JQ · ICO ZC207632

Suitxen is a software tool for UK financial advice professionals. It drafts working documents for adviser review and sign-off; it does not provide financial advice and is not authorised or regulated by the Financial Conduct Authority. The customer firm is the data controller and remains responsible for the advice and all outputs.