Pricing
PRICING title
Pricing

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

OutOfTheBox

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

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
TailorMade

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

Choose Your Perfect Plan

Tap on a plan for more info

 

Classic (Mortgage)£25

Per user. Per month
(excl. VAT)

Centralised Licence Management Facility
Access to Core Template
24/7 Web Access
Compliance and Legislative updates to Core Template
Email Support
Data Exchange and Integration with ATEB Partners
Centrally control and edit ‘Risk Profiles’
Centrally control and edit ‘Providers/Platforms’
Add the firms Logo to Cover Page
Create 5 Individual Favourite Editable Templates
Store an unlimited number of Completed Reports for 90 days
Pure Protection and Mortgage Advice
SIGN UP
Classic (Investment)£35

Per user. Per month
(excl. VAT)

Centralised Licence Management Facility
Access to Core Template
24/7 Web Access
Compliance and Legislative updates to Core Template
Email Support
Data Exchange and Integration with ATEB Partners
Centrally control and edit ‘Risk Profiles’
Centrally control and edit ‘Providers/Platforms’
Add the firms Logo to Cover Page
Create 5 Individual Favourite Editable Templates
Store an unlimited number of Completed Reports for 90 days
All Product Areas Advice
SIGN UP
Zenith (Mortgage)£40

Primary user, £15 each extra user. Per month
(excl. VAT)

Centralised Licence Management Facility
Access to Core Template
24/7 Web Access
Compliance and Legislative updates to Core Template
Email Support
Data Exchange and Integration with ATEB Partners
Centrally control and edit ‘Risk Profiles’
Centrally control and edit ‘Providers/Platforms’
Centrally control and edit ‘Investments’
Centrally control and edit ‘Model Portfolios’
Centrally control and edit ‘Custom Appendices’
Centrally control and edit ‘Standard Paragraphs’
Control and edit ‘Standard Paragraphs’ at a user level
Add the firms Logo to Cover Page
Customise Cover Page
Customise Report Font Type/Size/Colour
Customise Table Layout
Create 5 Individual Favourite Editable Templates
Create 50 Individual Favourite Editable Templates
Create 20 Centralised Favourite Editable Templates
Store an unlimited number of Completed Reports for 90 days
Pure Protection and Mortgage Advice
SIGN UP
Zenith (Investment)£60

Primary user, £25 each extra user. Per month
(excl. VAT)

Centralised Licence Management Facility
Access to Core Template
24/7 Web Access
Compliance and Legislative updates to Core Template
Email Support
Data Exchange and Integration with ATEB Partners
Centrally control and edit ‘Risk Profiles’
Centrally control and edit ‘Providers/Platforms’
Centrally control and edit ‘Investments’
Centrally control and edit ‘Model Portfolios’
Centrally control and edit ‘Custom Appendices’
Centrally control and edit ‘Standard Paragraphs’
Control and edit ‘Standard Paragraphs’ at a user level
Add the firms Logo to Cover Page
Customise Cover Page
Customise Report Font Type/Size/Colour
Customise Table Layout
Create 5 Individual Favourite Editable Templates
Create 50 Individual Favourite Editable Templates
Create 20 Centralised Favourite Editable Templates
Store an unlimited number of Completed Reports for 90 days
All Product Areas Advice
SIGN UP

Choose Your Perfect Plan

CLASSIC

(Mortgage)

£25

Per user, Per month
(excl. VAT)

CLASSIC

(Investment)

£35

Per user, Per month
(excl. VAT)

ZENITH

(Mortgage)

£40

Primary user, £15 each extra user. Per month
(excl. VAT)

ZENITH

(Investment)

£60

Primary user, £25 each extra user. Per month
(excl. VAT)
Standard Features

Centralised Licence Management Facility

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Access to Core Templates

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24/7 Web Access

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Compliance and Legislative updates to Core Template

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Email Support

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Data Exchange and Integration with ATEB Partners

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tick
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Content Management Features

Centrally control and edit ‘Risk Profiles’

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tick
tick
tick

Centrally control and edit ‘Providers/Platforms’

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tick
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tick

Centrally control and edit ‘Investments’

cross
cross
tick
tick

Centrally control and edit ‘Model Portfolios’

cross
cross
tick
tick

Centrally control and edit ‘Custom Appendices’

cross
cross
tick
tick

Centrally control and edit ‘Standard Paragraphs’

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cross
tick
tick

Control and edit ‘Standard Paragraphs’ at a user level

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cross
tick
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Style Management Features*

Add the firms Logo to Cover Page

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tick
tick
tick

Customise Cover Page

cross
cross
tick
tick

Customise Report Font Type/Size/Colour

cross
cross
tick
tick

Customise Table Layout

cross
cross
tick
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Editable Template & Answer File Management Features**

Create 5 Individual Favourite Editable Templates

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tick
tick
tick

Create 50 Individual Favourite Editable Templates

cross
cross
tick
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Create 50 Centralised Favourite Editable Templates

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cross
tick
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Store an unlimited number of Completed Reports for 90 days

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tick
tick
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Advice Type

Investment Adviser
(All product areas)

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Mortgage Adviser
(Pure Protection and Mortgage)

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cross
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* 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.

14 DAYS

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.