Regulatory and Compliance Expertise
Expert-curated compliance suitability content and processes, maintained daily by the specialist team behind the UK's most trusted advice.
Our templates, content, and guidance are shaped by compliance experts, technical specialists and senior paraplanners—so you don’t just stay compliant, you stay ahead.
Used by 200+ UK firms for live report content
Reviewed by in-house compliance and technical specialists
Backed by 20+ years of regulatory leadership
Horizon Scanning
We monitor FCA updates, guidance, tax year-end updates and thematic reviews—then reflect changes in platform content immediately.
Compliance Confidence
ATEB's policy team vets all content—a specialist group trusted by hundreds of regulated firms.
Seamless Updates
Report content aligns with the latest Consumer Duty, PROD, and MiFID II expectations. Centralised updates ensure compliance from the moment you log in.
Team Benefits
Advisers
Use content you can trust, written with FCA expectations in mind.
Paraplanners/Admin
Focus on structuring advice, not interpreting compliance changes.
Compliance
Peace of mind that every report is audit-ready and defensible.
Bespoke Firm Configuration
Every report is tailored to your firm’s
advice process, governance, and brand.
Your reporting should reflect how your firm actually works. We adapt to your advice model, workflows,
and tone, so you never have to compromise on structure or governance.
Personalised setups for over 200 advice firms
500+ templates and report components ready to tailor
Backed by 20+ years of compliance expertise
features
Comprehensive Customisation
Use our suggestions, add your own, or combine both. Tailor content precisely to your firm.
Firm-Branded Templates
Apply your logo, tone, and visual identity throughout.
Permissions & Access Control
Control who writes, edits, approves, and publishes content.
Centralised Control
Make firm-wide changes instantly, visible across all users.
Content Libraries
100+ provider and fund manager descriptions, plus 500+ editable portfolio templates.
Team Benefits
Advisers
Work within a structure that mirrors your firm’s advice philosophy.
Paraplanners/Admin
Apply consistent formatting and
narrative with ease
Compliance officer
Standardise language and enforce firm-wide policies in real time.
Straight-through Platform & Workflow
One secure platform to easily draft, review, and
deliver quality, compliant reports.
Whether you're drafting, reviewing, or overseeing advice, the platform enables consistent,
compliant, audit-ready reporting—securely and efficiently.
50,000+ compliant reports produced monthly on the platform
Used by leading compliance teams, paraplanners, and advisers
Integrated with industry-leading CRMs and risk tool
features
Plain-English Reports
Concise paragraphs, bullet points, an automatic glossary, and simplified tone.
Live Drafting Environment
Real-time collaboration with full version control.
Straight-through Processing
Draft, approve, and archive in one uninterrupted workflow.
Evidence & Audit Trail
Every file includes rationale, attachments, timestamps, and sign-off.
System Integrations
Connected to Intelliflo, Xplan, Dynamic Planner, EValue, and more.
Ease of Use
Drop-downs, sentence finishers, and prompts designed for speed and clarity.
A comprehensive toolkit and rule engine
for today’s full advice landscape.
ATEB supports suitability and review reports across the full spectrum of client needs
from investment and retirement planning to complex advice scenarios.
Investment advice
Fund switches
Pension advice
Individual protection
Business protection
IHT and trust planning
Mortgage advice
Equity release
Long-term care
Annual reviews
Aggregated costs and charges tools
500+ templates for multi-asset funds and MPS model portfolios
Dynamic report content with pre-set logic supporting complex advice
Team Benefits
Advisers
Focus on outcomes—system logic takes care of compliance.
Paraplanners/Admin
Access all templates and tools without building from scratch.
Compliance officer
Confidence that every advice scenario is correctly structured and disclosed.