The most powerful suitability report writing software in the universe
Joined March 2011
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14 Mar 2022
We've released a number of changes to our Mortgage Advice Suitability Report Templates, including changes to Buy to Let mortgages. For more information please check out our blog. #mortgage #buytolet
news.ateb-group.co.uk/templa…
28 May 2021
The team have been hard at work again and we're pleased to announce our latest product enhancements here.
news.ateb-group.co.uk/produc…
#fintech #financialadvice #compliancesolutions
ATEB Suitability retweeted
26 May 2021
Steve Bailey and Alistair MacDougall of compliance consultancy @ATEBSuitability , consider the implications of the FCA’s guidance paper FG21/3 for paraplanners undertaking pensions transfers professionalparaplanner.co.u… #professionalparaplanner #paraplanner #paraplanning
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6 Apr 2021
We're really excited to announce our latest Content Integration Partner @Synaptic_S as well as a number of template upgrades. Why not check our blog for more information? #fintech #financialadvice
news.ateb-group.co.uk/upgrad…
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19 Jan 2021
Its a fresh look for ATEB Suitability in 2021!
Why not check out our new website: atebsuitability.co.uk
#FintechNews #financialservices #financialplanning
2 Dec 2020
We were really excited to be able to update our core templates this week with new features, some of which are based on customer feedback. Read more here:
atebsuitability.co.uk/blog/u…
#financialservices #fintech
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16 Nov 2020
We are really pleased to announce that our integration with @iress Xplan has gone live today. Check out our blog for more information. atebsuitability.co.uk/blog/n…
23 Jul 2020
We are really excited to announce a host of new features within our software, not least our new content integrations with @CleverAdviser, @DynamicPlanner and @EValueuk. atebsuitability.co.uk/blog/n… #financialadvisers #fintech
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8 Jul 2020
In response to the chancellor's announcement earlier today we have updated our optional Glossary of Terms Appendix with immediate effect to include information on the revised Stamp Duty and Land Tax 'holiday'.
atebsuitability.co.uk/blog/s… #mortgage #mortgagebroker #budget
6 Apr 2020
Major Update - The one with Providers, Investments & Custom Appendices. This is a significant update to our software and incorporates some fantastic new features as well as over 30 client suggested changes. bit.ly/2xOh3jl #fintech #financialadvice
17 Jun 2019
We’re all setup and ready to go for @IntellifloLtd Change the Game Conference tomorrow! Come and see us on stand B1 #CTG2019
8 Apr 2019
...as well as extending the integration we have with @IntellifloLtd (Mortgage Plans & Investment Fund details) and also squeezing in changes for the 2019-20 Tax Year. #fintech #mortgageadviser 2/2
atebsuitability.co.uk/blog/n…
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8 Apr 2019
It has been another bumper release weekend as we pushed out a brand new Aggregated Costs and Charges Illustration/Statement template designed to meet MiFID II requirements #mifidii #financialplanning 1/2
25 Feb 2019
We've been listening to customer feedback recently and have updated our software accordingly atebsuitability.co.uk/blog/c…. Watch this space for further updates coming soon... #FinTech #Suitability #Compliance
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17 Dec 2018
An early Christmas present for all ATEB suitability users today: atebsuitability.co.uk/blog/a… #FinTech #Suitability #Christmas
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7 Nov 2018
Our November 2018 update is available now, including changes for the #Budget2018 and an extension of our integration with @IntellifloLtd's Intelligent Office. atebsuitability.co.uk/blog/b…
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24 Sep 2018
Our September 2018 update is available now, including a new approach to #IHT Planning Reports and the inclusion of new APTA/TVC functionality for #DBTransfer reports. #fintech More here: atebsuitability.co.uk/blog/i…
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ATEB Suitability retweeted
13 Jul 2018
Through the #iOStore you can discover, purchase, install and share apps to customise your iO experience and extend its capabilities to become the adviser you want to be. Find out more here: hubs.ly/H0c_Hr80 #openarchitecture #integration #API
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11 Jul 2018
Sound advice following a recent @financialombuds decision regarding the suitability of Pension Switch advice and Charges Comparisons atebconsulting.co.uk/news/pe… #FinancialServices