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 |
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. |
Model behaviour
Alistair MacDougall Compliance Drawdown, EBI, FCA, ML, PI, Switch
The advent of Consumer Duty has catalysed a lot of focus on fair value, or at least a lot of chat. Anecdotal evidence would appear to suggest that many firms may not have made any material changes to their charging structures. However, a recent survey by Schroders gave rise to a headline in the financial […]