For financial advisers
Suitability reports and review letters. Every draft reviewed before it leaves.
Sprigly drafts the reports and letters. You sign off every one before it goes anywhere near a client. Built for FCA-regulated firms.
Book a call20 minutes. Free. No pitch.
The hours that add up
Where the time actually goes.
Suitability reports drafted from your meeting notes in your firm's template, flagged where your judgement is needed.
Meeting and file notes written up before you've left the room.
Annual review letters in your format, ready for your signature.
What it looks like in practice
A real brief. A real output.
Drafts only. Every document is reviewed and approved by the adviser before anything reaches a client.
How it works
Fits into how your team already works.
Brief by email or Slack
However you already work. No new app. No new login. No prompts to learn.
Comes back in your voice
In your format, your tone, ready to send or refine. Usually within the hour.
Nothing goes out without your approval
Every output waits for your okay. You review, you approve, it goes.