We have the right plan for you
Which Option is Best?
Different companies have different needs
At ATEB we offer all the customisation you need, so your company gets exactly what its looking for
Out of the Box
Suitable for most firms with standard features such as:
- Wizard based report creation
- Ready to go sample templates
- Firm specific template creation
- Firm specific content storage
- Multi-product output
- Third party integrations
- Automatic regulatory updates
- FCA compliant
Hybrid
For those that want some customised features:
- Similar to ‘Out of the Box’ but with bespoke features
- For example, do you have a specific methodology for communicating Knowledge & Experience or Capacity for Loss – we can build this into your system
- There are endless examples where a hybrid system could be the right option for you
Bespoke Build
Generally more suited to medium or larger firms:
- Our design team works with you to develop a fully bespoke system
- Integrating your in-house systems and processes
- Use our software architecture for a straightforward, maintainable system solution
Unsure which option best suits your requirements?
Our team is here to help
Press the button below, briefly outline your needs, leave your contact details and we’ll be in touch
* Classic users can add further customisation to their report style management for a one off fee of £195. Both Classic and Zenith users who opt to customise their template style are responsible for supplying all the necessary fonts and artwork in ATEB’s required format. Those firms are allowed one set of changes following initial style set up. Any further changes would be subject to an amendment fee of £95 plus VAT.
** Completed Reports are saved in the system for 90 days. Customisable and Editable ‘Templates’ (i.e. wizards that do not contain client information) can be produced by navigating through the on-screen wizard and setting default options.
Not ready to buy?
Then why not try our Full Featured FREE Trial for a whole 14 days to test it out? 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.