APP.ATEBSUITABILITY.CO.UK

atebsuitability.co.uk

Suitability Report Software Blog

http://www.atebsuitability.co.uk/blog

The ATEB suitability Blog offers tips and advice for Financial Advisers looking to improve their suitability report writing processes. Check back regularly for updates. The ATEB suitability Blog offers tips and advice for Financial Advisers looking to improve their suitability report writing processes. Check back regularly for updates. More Choice - More Flexibility - More Relevance. ATEB suitability was upgraded on 17th July 2016 and a comprehensive list of changes is provided below. Free 14 Day Trial.

atebsuitability.co.uk

Frequently Asked Questions

http://www.atebsuitability.co.uk/faq

Please find below answers to some of the questions we get asked most frequently. If you can't find the answer to any of your questions please feel free to get in touch. Which products does the system currently cater for? Investment Individual Savings Accounts. Self Investment Personal Pensions. Standalone Critical Illness (Term)*. Standalone Critical Illness (WOL). Includes: Level Term Assurance; Decreasing Term Assurance; Reviewable Term Assurance; Renewable Term Assurance; Family Income Benefit. A good...

atebsuitability.co.uk

ATEB take care of Future Updates

http://www.atebsuitability.co.uk/features/automatic-updates

Great End User Experience. Save Time and Money. ATEB take care of Future Updates. No need to worry about regulatory, legislative, tax and technical updates, with complete peace of mind knowing that ATEB is taking care of all future updates, helping you to achieve and maintain compliance. The following updates are included as standard:. Free 14 Day Trial. 0844 272 9000 / 0191 338 8177. You must enter your name. You must enter your email address. Please upgrade your browser.

atebsuitability.co.uk

Intuitive and Dynamic ‘Free Flow Navigation’

http://www.atebsuitability.co.uk/features/great-end-user-experience

Great End User Experience. Great End User Experience. Save Time and Money. Intuitive and Dynamic ‘Free Flow Navigation’. No installation, easy set up and whilst other systems have a clunky straight jacket feel, ATEB uses a Microsoft gold partner platform to provide an intuitive and dynamic ‘Free Flow Navigation’ to guide the end user with extreme fluidity and flexibility. 24/7 remote access from anywhere in the world. Extremely intuitive with very little training needed. One Click Away’ Navigation. Free ...

atebsuitability.co.uk

Customise Your Own Templates

http://www.atebsuitability.co.uk/features/fully-customisable

Great End User Experience. Save Time and Money. Customise Your Own Templates. The ATEB suitability ‘Tool’ performs ‘Microsoft word gymnastics’ whilst allowing the user to customise their report production, prompts and customer facing output to an unsurpassed level. Apply your own 'House Style'. Choose your own font, style and upload your logo to create a perfectly formatted suitability report. Save your customised templates. Create your own library. Add your own Model Portfolios. Create and save templates.

atebsuitability.co.uk

Reduce Costs and Save Time

http://www.atebsuitability.co.uk/features/save-time-money

Save Time and Money. Great End User Experience. Save Time and Money. Reduce Costs and Save Time. Creating and maintaining your own suitability report templates to an acceptable regulatory standard is complex, time consuming and costly; using ATEB alleviates the burden (and cost). The wizard dynamically removes or adds relevant content quickly with no need to format the output each time resulting in average production time being reduced and ultimately leading to savings. Content outsourced to specialists.

atebsuitability.co.uk

Why Choose ATEB suitability?

http://www.atebsuitability.co.uk/about

Why Choose ATEB suitability? Our FCA compliant suitability reports are compiled by independent compliance specialist ATEB consulting. Who are approved members of the FCA 'Section 166' Skilled Persons Panel. Their expertise, combined with leading edge technology, facilitates a revolutionary approach to report writing. Smarter and cost effective. Choose from a comprehensive selection of text and paragraphs and then add your own personalised content. Let the wizard dynamically change the report content ...

atebsuitability.co.uk

ATEB suitability Features

http://www.atebsuitability.co.uk/features

The ATEB suitability ‘Tool’ allows the user to customise the report production, prompts and customer facing output to an unsurpassed level. You can be reassured that the content and format has been very carefully considered and researched by a ‘Section 166' FCA approved compliance firm. Great End User Experience. No installation, easy set up and whilst other systems have a clunky straight jacket feel, ATEB uses a Microsoft gold partner platform. Save Time and Money. Free 14 Day Trial.

atebsuitability.co.uk

Considered & Researched

http://www.atebsuitability.co.uk/features/compliance-approved

Great End User Experience. Save Time and Money. You can be reassured that the suitability report software, content and format has been very carefully considered and researched by a ‘Section 166' FCA approved compliance firm. Centralised and Controlled Access. Central web access avoids duplication of templates and inconsistency within firms. Help text includes 'Compliance Tips'. Designed to work alongside other compliance related documents. Built by UK leading Compliance specialists ATEB consulting.