ATEB suitability is an intelligent suitability letter generator, designed to offer Financial Advisers a simple, yet comprehensive tool, to help streamline their advice process.  ATEB suitability has been developed using cutting edge intelligent document creation software, combined with the expertise of leading compliance experts, to offer a fresh approach to the production of suitability letters which are both comprehensive and personalised.

Remember playing Chinese Whispers as a child? The meaning of the original message gets lost in translation, resulting in a comical and often totally inaccurate message.

“Chocolate cake is my favourite dessert... ”

“... charcoal in the desert is eating your shirt?”

Just like this child's game, suitability letters can 'morph' over time, as they are saved, copied and re-used. Before you know it, your letters are written to Mrs. Harry Smith! Not really what you want when you consider that suitability letters are your most important form of communication and if well presented are a valuable risk management tool and provide significant protection against future complaints.

ATEB suitability is a bespoke version of Intelledox, the smart document creation software. Intelledox has partnered with ATEB Business Solutions Ltd a specialist compliance consultancy with extensive industry experience that distributes Intelledox as part of its systematic approach to compliance. ATEB’s suitability letter templates, which have a proven compliance track record, have been integrated into Intelledox to provide a unique solution to the long standing problem of suitability letter/report generation.

For more information on how to try ATEB suitability see our channel partners section.