Strong compliance is an outcome of high levels of personalisation.
Say goodbye to 'Factory Produced' suitability reports.
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Create perfectly formatted suitability reports in your own house style...
...with customised content, in line with your preferences, consistently every time.
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Helping you achieve complete 'Compliance' peace of mind.
Developed by Compliance Specialists to produce a 'TCF friendly' output.
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Built on a Microsoft Gold Partner's software platform.
There's no need for installation and we take care of all the updates!
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Free up valuable adviser time and reduce mistakes!
Ultimately leading to extensive cost savings.
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ATEB suitability is an intelligent multi-product suitability report generator designed to offer Financial Advisers a simple, yet comprehensive tool, to help streamline their advice process. ATEB suitability will give you a smarter, more cost effective and compliant approach to producing your suitability reports.