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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.

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CREATE BEAUTIFUL
SUITABILITY
REPORTS
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SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
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SUIT - Comp confidence
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