ATEB suitability is an intelligent multi-product suitability report writing software application, designed to streamline Financial Advisers reporting processes.
http://atebsuitability.co.uk/
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Intelligent Suitability Report Software for Financial Advisers | atebsuitability.co.uk Reviews
https://atebsuitability.co.uk
ATEB suitability is an intelligent multi-product suitability report writing software application, designed to streamline Financial Advisers reporting processes.
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Sign up for a. ATEB suitability is an intelligent suitability report generator, designed to offer Financial Advisers a simple, yet comprehensive tool, to help streamline their advice process. 2015 ATEB IT Solutions. ATEB suitability is a trading style of ATEB IT Solutions Ltd Registered in England and Wales Reg. No: 8715168. Registered office: Evolve Business Centre, Cygnet Way, Houghton le Spring, Durham, DH4 5QY.
atebsuitability.co.uk
ATEB take care of Future Updates
http://www.atebsuitability.co.uk/features/automatic-updates
Great End User Experience. Save Time and Money. ATEB take care of Future Updates. No need to worry about regulatory, legislative, tax and technical updates, with complete peace of mind knowing that ATEB is taking care of all future updates, helping you to achieve and maintain compliance. The following updates are included as standard:. Free 14 Day Trial. 0844 272 9000 / 0191 338 8177. You must enter your name. You must enter your email address. Please upgrade your browser.
Customise Your Own Templates
http://www.atebsuitability.co.uk/features/fully-customisable
Great End User Experience. Save Time and Money. Customise Your Own Templates. The ATEB suitability ‘Tool’ performs ‘Microsoft word gymnastics’ whilst allowing the user to customise their report production, prompts and customer facing output to an unsurpassed level. Apply your own 'House Style'. Choose your own font, style and upload your logo to create a perfectly formatted suitability report. Save your customised templates. Create your own library. Add your own Model Portfolios. Create and save templates.
Reduce Costs and Save Time
http://www.atebsuitability.co.uk/features/save-time-money
Save Time and Money. Great End User Experience. Save Time and Money. Reduce Costs and Save Time. Creating and maintaining your own suitability report templates to an acceptable regulatory standard is complex, time consuming and costly; using ATEB alleviates the burden (and cost). The wizard dynamically removes or adds relevant content quickly with no need to format the output each time resulting in average production time being reduced and ultimately leading to savings. Content outsourced to specialists.
Why Choose ATEB suitability?
http://www.atebsuitability.co.uk/about
Why Choose ATEB suitability? Our FCA compliant suitability reports are compiled by independent compliance specialist ATEB consulting. Who are approved members of the FCA 'Section 166' Skilled Persons Panel. Their expertise, combined with leading edge technology, facilitates a revolutionary approach to report writing. Smarter and cost effective. Choose from a comprehensive selection of text and paragraphs and then add your own personalised content. Let the wizard dynamically change the report content ...
ATEB suitability Features
http://www.atebsuitability.co.uk/features
The ATEB suitability ‘Tool’ allows the user to customise the report production, prompts and customer facing output to an unsurpassed level. You can be reassured that the content and format has been very carefully considered and 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 and Money. Free 14 Day Trial.
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Intelligent Suitability Report Software for Financial Advisers
Create attractive, fully compliant Suitability Reports whilst saving time and money! The ATEB suitability ‘Tool’ performs ‘Microsoft word gymnastics’ allowing the user to customise report production, prompts and customer facing output to an unsurpassed level. You can be reassured that the content and format has been very carefully considered and researched by a ‘Section 166' FCA approved compliance firm. Great End User Experience. Save Time and Money. We are confident that once you try our suitability re...
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