Creating Personalised Templates Guide

The template creation facility in ATEB Suitability is a powerful tool. In this guide we explain how you can set up your own bespoke, in-house templates. Templates can be standardised across the company or can be created for individual advisers.

Before you start:

Firstly, you need to ensure that you have created as much company wide content as possible as this will be used in the templates i.e.

• Standard Paragraphs (company or user);
• Risk Profiles;
• In-house Model Portfolios;
• Custom Appendices.

These are created and managed via the Content Management option on the main menu.

Tips and Hints:

You have the flexibility to create a number of templates; conversely, you don’t want to end up with too many or they become unwieldy.

Here are some high level suggestions.

1. Make one person (or a small team) responsible for all templates to aid consistency of approach.
2. For investment products, create more than one template per advice scenario to cover different risk profiles and corresponding portfolios, e.g.
   • ISA Moderately Cautious;
   • ISA Speculative.
3. Create one or two (maximum) initially; test them thoroughly and get feedback. The more you do at this stage, the easier future templates will be to create.
4. Use the ‘Duplicate Template’ facility. Again, this will save you a great deal of effort and avoid inconsistency.
5. Don’t be scared to combine more than one advice scenario into one template e.g. ISA and General Investment Account.

How to make life even easier:

To streamline the process of template creation, we have pre-populated the system with some commonly used templates.

The templates need completion (for example, adding in your own risk profiles) but they will give you a head start and save you time.

Annual Review - Stocks & Shares ISA Template

Pension Switch Template

Repayment Mortgage and Protection Template