Intelligent suitability report software for financial advisers
Its very straightforward
An intelligent multi-product suitability report generator designed to offer a simple, yet comprehensive tool that meets FCA requirements and streamlines the advice process
Stylish, repeatable and compliant, an efficient approach to producing your reports
We are confident that once you try our software you will never use standalone Word document templates again
David Anderson
DIRECTOR
Gary Bailey
Head of Development
“If you are willing to learn, no one can help you. If you are determined to learn, no one can stop you.”
Barry Murray
SENIOR PRODUCT SPECIALIST
“No carelessness in your actions. No confusion in your words. No imprecision in your thoughts.”
Doug McFarlane
Senior PRODUCT CONSULTANT
Nichola Mitchell
TEST ANALYST
“f u cn rd ths, u cn gt a gd jb n sftwr tstng.”
Stefanos Daniel
BUSINESS DEVELOPMENT MANAGER
“The only limit to your potential is the one you set for yourself.”
Juan Gordo
SENIOR UX/UI DESIGNER
“Everything is designed. Few things are designed well.”
Josh Mallery
PRODUCT SPECIALIST
Full Featured FREE Trial
Combine your own content with ATEB’s experience and knowledge to take control of your report creation process and build an unrivaled centralised repository of report templates. Repeatable and comprehensive.