September 2016 Update

23 September 2016 David AndersonSuitability

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.

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.

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ATEB Compliance offers compliance and regulatory advice.

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

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