Intelligent Suitability Report Software for Financial Advisers
ATEB suitability is an intelligent multi-product suitability report generator designed to offer Financial Advisers a simple, yet comprehensive tool that meets FCA suitability report requirements and streamlines their advice process. ATEB suitability will give you a smart, cost effective and compliant approach to producing your suitability reports.
We are confident that once you try our suitability report software you will never return to using standalone suitability report templates again.
Please take a look at the examples below.