Now Available on the Intelligent Office (iO) Store

The new app provides a seamless integration between Intelligent Office and ATEB suitability. 

Once installed via the iO Store (https://intelligent-office.store) you can access ATEB suitability directly from within a client record and prepopulate your client data in a suitability report.

Intelliflo

Do I need an ATEB suitability account?

To use the integration you will need an active ATEB suitability account, but don’t worry if you don’t currently have one; we offer a no obligation 14 day free trial (no credit card details required).

The first time you launch ATEB suitability from within iO you will be asked if you already have an account with ATEB suitability.  If you do, simply select yes and then login to connect your iO and ATEB suitability accounts together. Alternatively select no and you will be redirected to a short registration page.

Why choose ATEB suitability?

ATEB suitability has been developed using cutting edge intelligent document creation software, combined with the expertise of leading compliance experts ATEB consulting, to offer a compliant approach to the production of suitability reports which are both comprehensive and personalised.  ATEB’s suitability templates, have a 12 year proven compliance track record and provide a unique solution to the long standing problem associated with suitability report generation.

 To see examples of our client friendly reports and for more information please click here.

Tell me more

Please feel free to contact our customer support team for more information by calling 0191 338 8177 or emailing sales@atebsuitability.co.uk.  You can also find more information from Intelliflo here https://www.intelliflo.com

Intelliflo

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

About the Author

Director - Having joined us directly from university, David quickly developed into an indispensable member of the team. As our IT Director he is responsible for ATEB’s technology strategies, security systems and platforms. He has been at the forefront of the development of ATEB Suitability and instrumental in ensuring that the complex regulatory requirements are catered for in an interactive and intuitive fashion. He would be delighted to discuss its capabilities with you in more detail.

Contact Us

Explore more articles in this category

Other articles that you might be interested in