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Intelligent suitability report software for financial advisers

Its very straightforward

An intelligent multi-product suitability report generator designed to offer a simple, yet comprehensive tool that meets FCA requirements and streamlines the advice process

Stylish, repeatable and compliant, an efficient approach to producing your reports

We are confident that once you try our software you will never use standalone Word document templates again

About

David Anderson

DIRECTOR

“That’s the thing about people who think they hate computers. What they really hate is lousy programming.”
 
David Anderson

Huw Reynolds

DIRECTOR

“A compliant suitability report is a cornerstone of any risk management regime”

STAFF PORTRAIT huw
STAFF PORTRAIT steve

Steve Bailey

DIRECTOR

“Anticipation of FCA requirements and transparent presentation of your methods is fundamental to maintaining a compliant business.”

Paul Anderson

Paul Anderson

SALES EXECUTIVE

“Retire @ 55”

Gary Bailey

SENIOR APPLICATION DEVELOPER

“If you are willing to learn, no one can help you. If you are determined to learn, no one can stop you.”

Gary Bailey

Barry Murray

SENIOR PRODUCT SPECIALIST

“No carelessness in your actions. No confusion in your words. No imprecision in your thoughts.”

Barry Murray
Nichola Mitchell

Nichola Mitchell

TEST ANALYST

“f u cn rd ths, u cn gt a gd jb n sftwr tstng.”

Doug McFarlane

Doug McFarlane

PRODUCT CONSULTANT

“If you don’t like something change it. If you can’t change it, change your attitude.”

Juan Gordo

SENIOR UX/UI DESIGNER

“Everything is designed. Few things are designed well.”

Juan Gordo

Josh Mallery

PRODUCT SPECIALIST

“There are no secrets to success. It is the result of preparation, hard work, and learning from failure.”
Josh Mallery
14 DAYS

Full Featured FREE Trial

Combine your own content with ATEB’s experience and knowledge to take control of your report creation process and build an unrivaled centralised repository of report templates.  Repeatable and comprehensive.


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