Menu
September 2016 Update

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

September 2016 Update

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.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

News bkg

Content Management Update – Royal London Portfolios

Suitability , , , , ,

We have completed the latest upgrade to ATEB Suitability on 7 February 2025. This enhancement comes at no additional cost and provides an update to our ‘Content Management’ library. Within the ‘Investments’ feature of ‘Content Management’, we have made the following changes to our Royal London portfolios: Royal London’s Governed Portfolios 1-9 have been replaced […]

Read More
Template Enhancements - blog Hero

Template Enhancements: Inheritance Tax (IHT) & Pensions

Suitability , , , , , , , , , , ,

To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template update:   A new wizard question has been added to the ‘Current IHT Position’ table. This allows users to include pension assets in the estate value when calculating a client’s potential IHT liability. Please […]

Read More
epic2

New Content Integration with EPIC Investment Partners

Suitability , , , , , , , , , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on the 4th of December 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with EPIC Investment Partners to provide our customer firms with access to the following: A description […]

Read More
iStock-2156168033 [Converted]

New Content Integration with Parmenion

Suitability , , , , , , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 20th November 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with Parmenion to provide our customer firms with access to the following: A description of their service A […]

Read More
budget24

Budget Announcement: Future Tax Year Changes

Suitability , , , , , , , ,

In anticipation of the upcoming increases to the Business Asset Disposal Relief (BADR) rates in April 2025 and 2026, as well as the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template updates: A new note has been added to the ‘Current IHT Position’ calculation table, informing […]

Read More
Load More