ATEB Suitability
Integration Functionality
- Recommend
Why choose ATEB Suitability?
ATEB Suitability, part of the Thistle Group, is an intelligent multi-product suitability report generator designed to offer Financial Advisers a simple, yet comprehensive tool to help streamline their advice process.
ATEB Suitability will give you a smarter, more cost-effective, and compliant approach to producing your suitability reports. Having been developed using cutting edge intelligent document creation software, combined with the expertise of leading compliance experts, it offers a fresh approach to the production of suitability reports which are both comprehensive and personalised.
ATEB Suitability’s templates, which have a proven compliance track record, provide a unique solution to the long-standing problem associated with suitability report production.
Through the fusion of compliance knowledge and IT expertise, we are proud to present a winning formula that aids IFA’s in crafting visually appealing, uniform, and fully compliant suitability reports.
You can find more information on the ATEB Suitability here
We host regular webinar demonstration sessions every 2 weeks, alternating between Tuesdays and Thursdays. These can be booked using the links below:
To use the integration you will need an active ATEB Suitability account, but don’t worry we offer a no obligation 14 day free trial (no credit card details required). You can sign up at any time using the following link: https://app.atebsuitability.co.uk/#/register
You can find detailed information about the changes on the ATEB Suitability Blog below:
https://news.ateb-group.co.uk/category/suitability
Please feel free to contact our customer support team for more information by calling 0191 338 8177 or emailing [email protected]