Financial Advisory Toolkit
Build a client-ready proposal in minutes.
Compare any number of Pru Life UK quotations side by side, then generate a polished, editable report your client will trust. Everything runs in your browser — your data never leaves this device.
How this builder works
Upload Quotation PDFs
Drop official Pru Life UK illustrations here, or choose files. You can review everything before it is applied.
Runs entirely in your browser — your file never leaves this device.
Advisor Profile
Client Information
Scenario Settings
Set the projection assumptions before reviewing the scenarios.
Shown in both the Snapshot and the Detailed Report. Leave none checked to default to Year 10 and Year 20.
Used for VUL projections. Traditional plans use their own quotation values.
Scenario Builder
Each scenario is one quotation. Add as many as you need — compare different products, or the same product at different premiums.
Generate the Document
Choose the format your client receives, then build and print.
Choose one pre-meeting document to send, or use the post-meeting review while the client is still considering the plans discussed.
AI Enhancement
Optional wording helper. Standard report wording remains the fallback.
Saved only in this browser on this device.
Information sent to AI
Uploaded quotation files, names, contact details, quotation numbers, and raw PDF text are not sent. Enhance mode sends planning context, selected plans, rider names, ages, redacted narrative drafts, and advisor remarks when provided. Full mode additionally sends quotation figures and benefit amounts for deeper recommendation wording. Free-tier AI processing is subject to the provider's terms. AI wording is a draft and should be reviewed before sending to a client.
Uses your browser's print dialog -- choose "Save as PDF" there if you want a file instead of printing. Turn off Headers and footers, and set Scale to 100% (not "Fit to page") so content lands on the right pages. Includes up to 5 plans.