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September 2016 Update
Suitability

ATEB suitability was successfully upgraded on 23rd September 2016 and we have shown the changes below.

If you have any general questions or queries about the upgrade or maybe some suggestions as to ways that we can improve the software, then please contact us here.

Application Enhancements

Change at a glance

Location

Detail

Option to Download Completed Reports

Reports Page

New buttons have been added to the Reports page to allow a user to download a MS Word or PDF copy of a Completed report without the need to open the wizard and regenerate.

NB: The download function only supports reports completed since our upgrade on 23/05/2016.

Video Tutorials

Application
Help & Support

New buttons now appear on the Templates, Paragraphs, Risk Profiles and Model Portfolio pages which link to YouTube video tutorials.

The videos are also available through the Help & Support portal.

Don’t forget to check Our View about this article and the Actions Required By You

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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

David Anderson

David Anderson

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

2016 Update
Suitability

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