Save Time

Simple reports in 10 minutes!

The system provides multiple options for getting started.

The quickest option is to use a sample template provided by ATEB, or you can start from scratch with our intuitive wizard.

Alternatively, invest time initially to build your own custom library of templates and content to streamline the production of tailored reports going forward.

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Start from a sample template

Use one of the ‘out of the box’ sample templates

  • Step 1

    Create a NEW report from a sample template

    • Select Template
    • Complete Wizard
    • Prepopulated and NEW
    • Add personalised KYC
    • Select from Library Options
    • Client Data Integration
    • Generate Client report
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Start from scratch

Create your own templates as you write reports

  • Step 1

    Create a NEW report

    • Complete Wizard
    • Client Data Integration
    • Content Integration
    • Prepopulated and NEW
    • Add personalised KYC
    • Generate Client report
  • Step 2

    Save Answers as a Template (Optional)

    • Save generic answers as a Template
    • Name and store the Template
    • Re-use later 
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Create your own template library

Build a library & template(s) first …

  • Step 1

    Build library of company specific content

    • Company Paragraphs 
    • Risk Profiles
    • Model Portfolios
    • Investment Solutions 
    • Platform /Provider
    • Appendices
  • Step 2

    Pre-complete Wizard with generic content for example an ISA

    • Content Builder
    • Standard Product Features
    • Standard /Common Reasons
    • Standard Disadvantages
    • Risk Warnings 
    • Glossary
  • Step 3

    Save Answers as a Template (Optional)

    • Save generic answers as a Template
    • Name and store the Template
    • Re-use later 
  • Step 4

    Create a NEW report from the template

    • Complete Wizard
    • Prepopulated and NEW
    • Add personalised KYC
    • Select from Library Options
    • Client Data Integration
    • Generate Client report