Turn a finished case into a finished suitability report
[1]
Generate from the case
Tie the report to a mortgage or protection policy and hit generate. JammJar pulls from the fact find, the product data and the fees ledger.
[2]
Create a personalised report
It drops every case fact into your template's fields and itemises the fees from the commissions ledger, then writes the connecting prose, so you can give your clients considered advice.
[3]
Finalise and send
Finalise to PDF, file it onto the case, and send it to the client from your own mailbox. Then get a digital proof of receipt from the client right in the portal.
Writing a suitability report used to mean re-keying the whole case into Word and hoping you missed nothing.
JammJar pulls it together from the case itself: accurate, complete, and done in a fraction of the time.
Break free of the fixed template
Other systems lock you into a fixed layout. JammJar lets you author the whole template so the report sounds like your firm, not your software
[1]
Start from what you've got
Upload your current report and JammJar drafts the template from it. Build on it with autocomplete and validation as you write.
[2]
Author every line
Adjust structure, sections and fields across the full data model, with autocomplete and validation as you go.
[3]
Control every version
Revise freely, pick what goes live, and let JammJar catch stale variables before a client sees them.
JammJar doesn't stop at the suitability report
JammJar knows the whole case, so it doesn't stop at the report. Ask, and it drafts whatever the case needs next, ready for you to send.
Send a bespoke report
Written from the case in your firm's own template, finalised to PDF and filed on the case.
Fire off lender letters
Drafted from the case and ready to send without re-stating the facts.
Follow up and brief
Chase a missing payslip, brief the solicitor, and many more – all drafted and ready to send from your inbox.
Ask for anything else
Need a KFI summary or a client message? Ask the AI and it drafts it from the case.
Never miss a detail on the file again
Draws on the full case
Every suitability report is written from the whole case at once – every call, document, mortgage. So every report reflects what was said, sourced, and sent.
Always current
It pulls the case as it stands the second you generate so there are no stale numbers and nothing to re-check.
One ~900-field data model
Every report draws on the same fact find of around 900 connected fields. So a new hire can produce the report your best adviser would.
Stay the decision-maker, always
JammJar drafts the suitability report. You can see where every line came from.
Trace every figure to its source
Each number leads back through the fact find to the call or document behind it, on an append-only trail.
Sign it off before it sends
You generate the report, check it, and decide when it's ready.
Back your Consumer Duty work
Have an evidence trail on every field for your suitability and Consumer Duty obligations.
How advisers win their time back
Without JammJar, financial advisers burn around 15 hours a week on manual admin. Here is what happens when you switch.
Suitability report in seconds
The write-up that used to eat the back half of your day drafts itself from the case.
No re-keying or blank templates
From hang-up to a fully drafted follow-up email that is ready to send.
Admin Fridays become a thing of the past
From hang-up to a fully drafted follow-up email that is ready to send.
