Communicate Clearly
Beautiful, personalised, engaging suitability reports.
Suitability Reports
Create and manage beautiful, personalised suitability reports the easy way.
Templates Tailored to You
We know that one size doesn’t fit all, therefore all templates can be tailored to your own preferences.
Updates Taken Care Of
No need to worry about changes to tax, legislation or regulation, we’ve got this covered.
Compliance Confidence
Our compliance specialists have been doing this since ’96, so we know what we’re talking about.
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.
Integrated with leading third-parties
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.
Some news for you...
New Content Integration with Pacific Asset Management
Tax Year End Update – New Business Asset Disposal Relief (Badr) Rate & Other Template Enhancements
Content Management Update: Providers, Platforms & Investments
New Content Integration with Binary Capital
Content Management Update – Royal London Portfolios
Any Questions?
You’ll find answers to the questions we are most commonly asked on our FAQ page.
KEEP EXPLORING
To learn more about how we can improve your productivity and bottom line, take a deep dive into the app features
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.
Info
Address
Evolve Business Centre
Cygnet Way
Houghton le Spring
Durham
DH4 5QY
The world’s most advanced and complete suitability report builder.