ATEB Suitability, part of the Thistle Group, is a leading contributor to the financial services industry. It’s a versatile, multi-product suitability report generator, and a powerful tool in the hands of any financial adviser or paraplanner. Personalised FCA compliant suitability reports have never been simpler to produce, and ATEB is on its way to providing the definitive product in its market. Best Multi-Product Suitability Report Generator 2024 ATEB Suitability is committed to simplifying report writing. It streamlines the process from start to finish, automatically producing much of a report’s content in line with FCA regulations, allowing for personalised branding, wording, and easy integration with a business’s current infrastructure. It’s a comprehensive tool allowing robust multi-product suitability reports to be produced swiftly and accurately. The software is designed to optimise the advisory process, excelling through its efficiency and reproducibility. The company accomplished this by remaining innovative and agile, using a foundation of thorough industry knowledge to generate strategic foresight. Since 1996, the company’s compliance specialists have been intimately involved with report writing, observing trends, and forming the basis for the product. Over the years, ATEB Suitability has been redesigned, developed, and improved upon to meet a broadening set of needs across the market. Report templates are therefore adaptable to a user’s preferences, tried and tested within many environments and companies to ensure a universally applicable yet personalised product. “The recent addition of Consumer Duty to FCA regulations requires firms to provide a more personalised and tailored service to their customers. ATEB Suitability has been designed to enable financial advisers to offer personalised documents to their customers. We are constantly reviewing and innovating in this area.” Stefanos Daniel, Business Development Manager The commitment to flexibility extends to ATEB’s pricing model, which makes the software exceptionally cost efficient. Price tiers range from ‘Out of the Box,’ sporting its impressive standard range of features to the ‘Bespoke Build’ targeted at medium to large businesses, with the customisable ‘Hybrid’ option sitting between them. If required, there are options available to work with the design team and develop a totally customised system and integrate with existing systems and processes. As innovators, the team at ATEB Suitability is looking for members who share the company’s forward-thinking vision. A desire to collaborate and better the industry is vital, as well as problem-solving skills, and an ability to communicate effectively. As a company investing in the future of financial planning and advice, the team is made up of continuous, eager learners. In turn, the company provides employees with opportunities for personal and professional growth, such as development opportunities like training programmes, mentorship, and scope for career advancement. ATEB Suitability has high expectations of its people, and it fosters growth in return, supporting them to achieve career aspirations and thrive together, realising the long-term success of the business and everyone within it. By next year, the company expects it will have successfully updated its software platform to incorporate new technologies, upgrading the user experience and streamlining the ATEB Suitability workflow. This will sharpen the company’s offering to a fine point, placing it at the forefront of innovation within the industry, cementing it as the quintessential suitability report generation tool. Currently, the team is working on optimising features to excel the experience of existing users in the lead-up to these changes. ATEB Suitability is bringing an intuitive toolset, ease of use, and compliance confidence to the financial services industry. Users and their clients enjoy the benefits of a drastically simplified workflow and thorough, multiproduct suitability reports. Many companies claim to be the future of their respective industries, and while these claims aren’t always true, it’s clear to see that ATEB Suitability is the genuine article. Contact: Stefanos Daniel Company: ATEB Suitability Web Address: www.atebsuitability.co.uk
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