Solution introduction

Intelligent Suitability Report Software for Financial Advisers

ATEB suitability is an intelligent multi-product suitability report generator designed to offer Financial Advisers a simple, yet comprehensive tool that meets FCA suitability report requirements and streamlines their advice process

Fully customisable
The ATEB suitability ‘Tool’ allows the user to customise the report production, prompts and customer facing output to an unsurpassed level.

Compliance approved
You can be reassured that the content and format has been very carefully considered & researched by a ‘Section 166' FCA approved compliance firm.

Great end user experience
No installation, easy set up and whilst other systems have a clunky straight jacket feel, ATEB uses a Microsoft gold partner platform.

Save time & money
Creating and maintaining your own reports to an acceptable regulatory standard is time consuming & costly; using ATEB alleviates the burden.

Automatic updates
Complete peace of mind knowing that ATEB are taking care of future updates, helping you to achieve and maintain compliance.

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