- Select Template
- Complete Wizard
- Prepopulated and NEW
- Add personalised KYC
- Select from Library Options
- Client Data Integration
- Generate Client report
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.
Start from a sample template
Use one of the ‘out of the box’ sample templates
Start from scratch
Create your own templates as you write reports
Create your own template library
Build a library & template(s) first …