Help & Support

General Application 8

• What type of Reports/Templates can be created via ATEB suitability?
• At a glance, where can you see the number of in progress reports, completed reports and available templates?
• How do you log out of the system?
• Where can you see the templates you have access to?
• The sidebar has disappeared; how do you get this to reappear?

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Report Content 1

• Full or Focused Independence?

Reports 7

• How do you create a new report?
• How do you open/edit an existing report?
• How do you create a template from a report?
• How do you delete a report?
• How do you reassign a report to another user?

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Report Wizard 4

• How do you download a PDF or Word copy of a report?
• How do you preview a report while working in the application wizard?
• How do you save an 'In Progress' report?
• Why does nothing happen when I click Preview in the Report Wizard?

Templates 10

• VIDEO: Templates Tutorial
• How do you create a new template?
• How do you move a template from 'Your Templates' into 'Company Templates' and vice-versa?
• How do you create a report from an existing template?
• How do you search for a template?

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Sample Templates 11

• Creating Personalised Templates Guide
• Annual Review Flexi-Access Drawdown Template
• Annual Review ISA and GIA Template
• Defined Benefit Recommendation to Retain Template - FULL ADVICE
• Defined Benefit to Flexi-Access Drawdown Transfer Template - FULL ADVICE

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Paragraphs 12

• VIDEO: Paragraphs Tutorial
• What is the purpose of the Paragraph feature?
• What is the difference between a 'Your Paragraph' and a 'Company Paragraph'?
• How do you create a new Paragraph?
• How do you search for a specific Paragraph?

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Risk Profiles 8

• VIDEO: Risk Profile Tutorial
• What is the purpose of the 'Risk Profiles' feature?
• How do you create a new Risk Profile?
• How do you search for a Risk Profile?
• How do you edit a Risk Profile?

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Providers/Platforms 9

• What is the purpose of the Providers/Platforms feature?
• How do you create a new Provider/Platform?
• How is the Providers/Platforms feature used in the wizard?
• How do you edit a Provider/Platform?
• How do you search for a specific Provider/Platform?

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Investments 8

• What is the purpose of the Investments feature?
• How do you create a new Investment?
• How is the Investments feature used in the wizard?
• How do you edit an Investment?
• How do you search for a specific Investment?

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In-house Model Portfolios 14

• VIDEO: Model Portfolio Tutorial
• What is the purpose of the Model Portfolios feature?
• Model Portfolio Charts
• How do you create a new Model Portfolio?
• How do you search for a Model Portfolio?

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Custom Appendices 11

• What is the purpose of the Custom Appendix feature?
• How do you create a Custom Appendix?
• How is the Custom Appendices feature used in the wizard?
• How do you edit a Custom Appendix?
• How do you search for a specific Custom Appendix?

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Intelligent Office (iO) 11

• Initial setup of Intelligent Office/ATEB integration
• How to use Intelligent Office/ATEB integration functionality
• Intelligent Office - Suitability Report - Supported Fields
• Intelligent Office Integration - Mortgage Plans
• Intelligent Office Integration - Protection Plans

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Xplan (iress) 8

• Initial setup of Xplan/ATEB integration
• How to use Xplan/ATEB integration functionality
• Xplan - Suitability Report - Supported Fields
• How to change the Xplan account the Suitability account is integrated with?
• Xplan Integration - Mortgage Plans

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ATEB Suitability Free Trial 5

• What is the free Suitability trial?
• Why should I choose a free trial?
• How can I sign up for a free trial?
• Can I cancel my subscription to the free trial?
• Can I change the plan I am on during the free trial?

User Profile 2

• How do you view your profile?
• How do you update your profile details?

Company Profile 6

• How can you add additional users?
• How can you update company details?
• How do you update a user's role within the Suitability system?
• How can you revoke a user's access to Suitability?
• How can you reassign reports from one user to another?

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System Formatting and Layout 3

• Rich Text Formatting
• Indented Bullet Points
• Return line spacing within text box

MS Word Report Editing Tricks 5

• Resizing Tables to fit Page Margins
• Updating Table of Contents
• How to correctly edit a generated report
• How to add or remove a section in your report
• How to remove a section in your Report

Known Compatibility Issues 2

• Blank grey screen experienced within report wizard (Internet Explorer 11)
• Issues opening Reports/Templates

ATEB Compliance 1

• Risk Profiles (Content Integration & System Configuration)

CleverMPS 3

• Provider/Platform (Content Integration)
• Investments (Content Integration)
• Custom Appendices (Content Integration)

Dynamic Planner 1

• Risk Profiles (Content Integration & System Configuration)

EV 1

• Risk Profiles (Content Integration & System Configuration)

Synaptic Software 1

• Risk Profiles (Content Integration & System Configuration)

Risk Profiles 0

Investments 0

Provider/Platform 0

Custom Appendices 0

Parent and Child Company Functionality 0