Compliance and suitability expertise, earned over decades.
Delivered with confidence.
From RDR to Consumer Duty, our expert team has guided national firms, networks and independent advice firms through every regulatory shift over the past 20 years, bringing clarity, precision and peace of mind.
50,000+ suitability reports reviewed monthly
Trusted by 200+ firms across the UK
Powered by 20+ years of regulatory expertise
Built by compliance policy experts and senior paraplanners
We are all about proven and trusted regulatory expertise
Our service begins with individuals who possess a deep understanding of regulations and culminates in advisory files that withstand scrutiny. Leverage over 20 years of active compliance expertise and judgment, delivered seamlessly through our platform.
Always-on Compliance
Staying compliant shouldn’t rely on memory or manual effort. ATEB automates the process so nothing slips through.
Your Named Compliance Lead
You’re backed by a dedicated expert and a team of paraplanners who track every rule change for you.
Templates That Evolve Overnight
When tax laws or best practices shift, your reports update automatically—no action needed.
Audit Trail Built In
Every comment, version, and sign-off is logged—making audits a tick-box, not a scramble
Central Vault
All attachments, rationale, and suitability notes are securely stored, indexed, and time-stamped.
Built by specialists. Delivered through technology.
Our platform isn’t the product. It’s how our expertise is delivered, tailored to your firm, kept current by our team, and seamlessly connected to your systems.
Expert-led
Live rule library
Curated by our in-house policy team. You don’t chase updates—we proactively apply them.
Pre-approved report templates
Curated by our in-house policy team. You don’t chase updates—we proactively apply them.
Real-time compliance check
Curated by our in-house policy team. You don’t chase updates—we proactively apply them.
TAILORED
Firm-level personalisation
Your branding, templates, content and workflows tailored to your process.
Central content library
Pre-written risk warnings, recommendations and justifications and compliance-ready.
Integrations with back-office systems
Auto-pull client, plan and portfolio data from platforms, CRMs and risk tools.
Connected
Evidence vault
All rationale, attachments and notes filed, indexed and time-stamped.
Full audit trail & version control
Every change, reviewer and approval captured for FCA inspection.
Straight-through processing
Draft, collaborate, sign off and archive—all in one secure, compliant environment.
Seamless integrations with your existing tools.
In news
Your compliance team. Not another software
David Anderson
Director
Gary Bailey
Head of Development
Barry Murray
Senior product specialist
Doug McFarlane
Senior product consultant
Nichola Mitchell
Test analyst
Josh Mallery
Product specialist
Abid Majid
Senior Full-stack Engineer
Amir Chowdhury
Senior Software Engineer
Seamless integrations with your existing tools.
The ATEB Suitability report system is a major improvement over our old templates. Integration with Intelligent Office saves time by auto-pulling client and plan info, and ATEB updates templates within 24 hours of tax or budget changes.
Templates are fully customisable, and the ATEB team is responsive to feedback. The system ensures consistent, compliant, and professional-looking reports while saving time.
Tim Mander
Paraplanner Manager, Premier Benefit Solutions Ltd
Having introduced ATEB Suitability in multiple wealth management firms, I can confirm it delivers high-quality, compliant reports with significant time savings. Integration with Intelligent Office reduces data entry and improves accuracy. The ATEB team is receptive to feedback and regularly adds valuable enhancements.
Tom Stansbridge
Interim Head of Paraplanning, LEBC Group Ltd
We needed a report writing solution with a user-friendly interface, smart features, integration, and timely updates to meet FCA compliance. ATEB has delivered on all fronts.
Its templating, personalised appendices, and content management tools streamline reporting and produce professional, robust reports. What sets ATEB apart is its outstanding support team.
From branding to report development, the team has been proactive, responsive, and committed to continuous improvement. I highly recommend ATEB Suitability.
Andrew Anderson, Dip PFS
Director, BlackBear Financial Group Ltd
Security, Accreditation & Integrations
Enterprise-grade protection. Fully aligned with UK financial services requirements.
Regulatory expertise to file-ready advice.
Seamlessly delivered.
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ATEB Insights and ATEB Suitability are trading names of ATEB IT Solutions Ltd Registered in England & Wales Reg. No: 08715168