Fully Customisable

Customise Your Own Templates

The ATEB suitability ‘Tool’ performs ‘Microsoft word gymnastics’ whilst allowing the user to customise their report production, prompts and customer facing output to an unsurpassed level.

  • Apply your own 'House Style'

    Choose your own font, style and upload your logo to create a perfectly formatted suitability report.

  • Save your customised templates

    The system allows you to set up customised templates which can then be stored and accessed for future use.

  • Create your own library
  • Add company paragraphs
  • Add your own Model Portfolios
  • Add your own Risk Descriptions
  • Create and save templates
  • Apply your company style
  • Publish your templates to users

Free 14 Day Trial