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Frequently Asked Questions

FAQ

Please find below answers to some of the questions we get asked most frequently.  If you can’t find the answer to any of your questions please feel free to get in touch with us.

Didn’t find your answer?

Our heroic support team can help you.

Dedicated 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.

Advisers and Paraplanners love:

  • Regular (Free) Webinars
  • Bespoke Onsite or Remote Training
  • Help Text
  • Compliance Tips
  • FAQ Support Portal
  • Blog Updates
  • Telephone & Email support
  • Video support

Still Need Help?

Tom is very happy with
ATEB Suitability.

Be like Tom. Want to see how? 

 

“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
14 DAYS

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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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