Create personalised client review
ClientMr Sample A
4 / 6
Personalise commentary
Next: Add your brandReview, edit and add client-friendly commentary.
Step 4
Personalise commentary
Edit narrative section by section, control what detail is displayed and keep the report structure under adviser control. AI suggestions update individual structured fields, never the whole document.
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Structured editingcommentary + display options
Selected section
Your review at a glance
Position 1 of 11
0/2500 characters. Aim for up to 3 discussion points and 600 characters. Longer commentary continues onto another page.
Source: adviser-input