• Fully Customisable

    Fully Customisable

    The ATEB suitability ‘Tool’ performs ‘Microsoft word gymnastics’ allowing the user to customise report production, prompts and customer facing output to an unsurpassed level

  • Compliance Approved

    Compliance Approved

    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

    Great End User Experience

    No installation and easy set up; 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’ for a fluid and flexible end user experience

  • Save Time & Money

    Save Time & Money

    Creating and maintaining your own reports to an acceptable regulatory standard is complex, time consuming and costly, outsourcing to ATEB will alleviate the pain (and cost)

  • Automatic Updates

    No need to worry about regulatory, legislative, tax and technical updates; let ATEB shoulder the burden

    Automatic Updates

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.

Free 14 Day Trial