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"The most
powerful
suitability report writing software in the universe"
Beautiful Reports

Create consistent, structured and highly personalised reports, increase client engagement and enhance your corporate image

Comprehensive Customisation

Because no two firms are the same, the ATEB system is designed to give you complete flexibility with regards to your report content and branding

Centralised Control

Imagine wanting to make an important change or compliance update, knowing that you can make the change immediately (subject to internal approvals) and it would be live within all reports generated thereafter, no matter the location of the report writer

Compliance Confidence

All compliance related text is rigorously vetted by ATEB Compliance and amendments necessitated by changes to rules and guidance are proactively planned

Evergreen

Wake up in the morning in the knowledge that your report content is up to date; our compliance experts are constantly monitoring and horizon scanning for regulatory changes with the required amendments being made centrally

Easy to Use

No installation, easy set up and whilst other systems have a clunky feel, ATEB Suitability provides a simple dynamic navigation system to guide the end user with extreme grace and flexibility

Fantastic Support

We understand that change can sometimes be daunting, which is why we are always on hand to help. Our Product Specialists and Consultants provide first class training & support when you need it

Latest News Article
Product Enhancements & Content Management Updates

We completed the latest upgrade to ATEB Suitability on 27th May 2021. This update comes at no additional cost and provides various template & content management enhancements as well as performance improvements for data integration loading times. Full details of the enhancements can be found in the tables below, but some of the highlights are: […]

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Communicate Clearly

Beautiful, personalised, engaging suitability reports.

Suitability Reports

Create and manage beautiful, personalised suitability reports the easy way.

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Templates Tailored to You

We know that one size doesn’t fit all, therefore all templates can be tailored to your own preferences.

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Updates Taken Care Of

No need to worry about changes to tax, legislation or regulation, we’ve got this covered.

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Compliance Confidence

Our compliance specialists have been doing this since ’96, so we know what we’re talking about.

14 Day Fully Featured FREE Trial

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Build your suitability report hub

By combining our compliance knowledge and experience, your existing suitability reporting processes and integrations with leading third parties; ATEB Suitability makes client reporting a doddle.

Brand Incorporation

Brand Incorporation

Let your reports do the talking whilst incorporating your house style.
Content Management

Content Management

Content ready to go as well as room to add your own.
Templates

Templates

Out of the box solutions complimented by the ability to customise and tailor to your firm’s requirements.
Training & Support

Training & Support

Our experts are always on hand to provide the support and knowledge you need.

Integrated with leading third-parties

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Sign up for a FREE webinar demonstration

We run complimentary webinar demonstrations of ATEB Suitability every two weeks, rotating between Tuesdays and Thursdays.  These are ideal for finding out more about our product and provide an ideal introduction for trial users and new customers.

“Having introduced ATEB Suitability in a couple of wealth management companies, I can attest to its ability to deliver not only high quality, compliant suitability reports but also great time savings. The integration with Intelligent Office in particular results in both less time wasted inputting data and greater accuracy. The team at ATEB have always welcomed feedback and have regularly added enhancements to the software that have made a real difference for paraplanners and advisers.”

Tom Stansbridge
Interim Head of Paraplanning, LEBC Group Ltd

“We had several requirements for a report writing solution to improve our business efficiency; a robust and user-friendly interface, intelligent features, and integration facilities. Of particular importance to us was the requirement for timely updates to ensure our reports satisfy FCA compliance guidelines. The ATEB system has met all of these requirements and more.

The many features available to us; templating, personalised appendices and comprehensive content management enable us to streamline our reporting process and produce professional, well-structured, and robust reports. What really sets ATEB Suitability apart from other market offerings is the excellent support team.

From initial branding, to help developing our reports, the friendly team have excelled. They have gone the extra mile for us and really listened to our business needs with a proactive approach to development; which ensures a first-rate system that is constantly being updated and improved.

I cannot recommend ATEB Suitability more highly.”

Andrew Anderson, Dip PFS
Director, BlackBear Financial Group Ltd

“The ATEB Suitability report writing system has been a significant improvement to the Microsoft Word templates we used previously. The integration with Intelligent Office saves considerable time by automatically pulling through client and plan information, time is also being saved on updating templates each tax year / budget announcement as ATEB apply these updates to all their templates within 24 hours.

We have been able to customise and brand the templates to the look and feel we want, the ATEB team are very helpful and responsive to feedback with new features being implemented at our request. Overall the system has led to a much more consistent and compliant approach to our suitability reports. It has saved time that far outweighs the cost of subscription and results in professional looking and client friendly suitability reports.”

Tim Mander
Paraplanner Manager, Premier Benefit Solutions Ltd
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Some news for you...

Product Enhancements & Content Management Updates

Product Enhancements & Content Management Updates

We completed the latest upgrade to ATEB Suitability on 27th May 2021. This update comes at no additional cost and […]
Suitability
Catering for Investment Pathways

Catering for Investment Pathways

Hot on the heels of our Periodic Review update last week, we have added a new section to the main […]
Suitability
Upgraded Periodic Review Template with Costs and Charges Statement + Much More

Upgraded Periodic Review Template with Costs and Charges Statement + Much More

We completed the latest upgrade to ATEB Suitability on 6th April 2021. This update comes at no additional cost and […]
Suitability
Advanced Notice of Scheduled Maintenance

Advanced Notice of Scheduled Maintenance

In readiness for the release of a host of new features, we’re writing to inform you about a scheduled maintenance […]
Suitability
Minimum Pension Age Regulatory Change in ATEB Suitability

Minimum Pension Age Regulatory Change in ATEB Suitability

Following the release of a consultation paper on 10th February 2021 by HM Treasury, we have now added a ‘Proposed […]
Suitability

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Any Questions?

You’ll find answers to the questions we are most commonly asked on our FAQ page.

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Choose Your Perfect Plan

We have pricing plans to suit all firm types from small businesses to FTSE 100 companies.

KEEP EXPLORING

To learn more about how we can improve your productivity and bottom line, take a deep dive into the app features

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Contact Us

We’d love to hear from you. Whether it is a simple question or a valuable suggestion, we are here 24/7. You can call us by phone or email us directly.

Address

Evolve Business Centre
Cygnet Way
Houghton le Spring
Durham
DH4 5QY

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The world’s most advanced and complete suitability report builder.