ATEB Insights
HQ Address
Evolve Business Centre, Cygnet Way, Durham, Houghton le Spring, DH4 5QY, United Kingdom
Website Address
Business introduction
Compliance and suitability expertise, earned over decades. Delivered with confidence
From RDR to Consumer Duty, our expert team has guided national firms, networks and independent advice firms through every regulatory shift over the past 20 years, bringing clarity, precision and peace of mind
Our mission
To provide the right answers when advice needs to be clear, compliant, and accessible.
ATEB Insights exists to ensure that good advice isn't just well-meaning, but well-structured, compliant, and robust under scrutiny. Our role is to translate complex regulation into clear, defensible language—crafted by experts, grounded in experience, and trusted across the industry.
As part of Saturn, we’re making that same standard more accessible, without compromising the depth or discipline that it takes to deliver quality.
ATEB Insights Solutions
Bespoke Firm Configuration
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 and 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+......
business needs
view solutionRegulatory and Compliance Expertise
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......
business needs
view solutionStraight-through Platform & Workflow
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 and 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......
