One workspace,
three people who need it.
Suitxen is built for the firms that produce regulated advice — and for each of the people inside them who has to make a case complete, defensible and signed off.
Paraplanners
The person who builds the case
You carry the fact-find, the calculations and the first draft. Suitxen keeps all of it attached to one case and one reference — captured once, used everywhere — so your time goes on the analysis rather than the re-keying.
- 15-step structured fact-find
- 46 calculation modules, results saved to the case
- Worksheets built from the case, not a template
- Clear flags for anything still outstanding
Advisers & firm principals
The person whose name goes on it
You review, edit and sign off every output — that does not change. What changes is what you start from: a working draft of the actual case, with structured draft wording and the configured checks already applied.
- Adviser sign-off gate before any export
- A risk profile built to be defended
- Configured workflow checks and outstanding-item flags
- DOCX and PDF exports that belong to your firm
Compliance officers
The person who runs the due diligence
You need to know who the controller is, where the data lives, what the sub-processors are and what happens after seven days. All of it is published, versioned and identical to what your firm accepts at sign-up.
- Your firm is the controller; Suitxen is the processor under a published DPA
- EEA-hosted database — AWS Europe (Ireland), eu-west-1, under UK adequacy
- Client identifiers pseudonymised on entry; working case data deleted after seven days
- Seven published legal documents, versioned
Test Suitxen with eligible cases.
Leave with the record.
Two weeks, your own cases, our full attention — and the beta terms published in full before you start.