Help & Support
Welcome
Login
Home
Solutions
How can we help you today?
Enter your search term here...
Search
Login
to submit a new ticket
Check ticket status
0191 338 8177
Knowledge base
Getting Started FAQ
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?
See all 8 articles
Report Content
1
Full or Focused Independence?
Reports
8
How do you create a new report?
How do you create a new Continued Suitability Letter?
How do you open/edit an existing report?
How do you create a template from a report?
How do you delete a report?
See all 8 articles
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?
See all 10 articles
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
See all 11 articles
Content Management FAQ
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?
See all 12 articles
Risk Profiles
9
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?
See all 9 articles
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?
See all 9 articles
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?
See all 8 articles
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?
See all 14 articles
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?
See all 11 articles
Integration FAQ
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
See all 11 articles
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
See all 8 articles
Managing My Account FAQ
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?
See all 6 articles
Hints & Tricks FAQ
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
Content Integrations FAQ
ATEB Consulting
1
Risk Profiles (Content Integration & System Configuration)
Clever Adviser
3
Investments (Content Integration)
Provider/Platform (Content Integration)
Custom Appendices (Content Integration)
Dynamic Planner
1
Risk Profiles (Content Integration & System Configuration)
EValue
1
Risk Profiles (Content Integration & System Configuration)
Risk Profiles
1
Risk Profiles (Content Integration & System Configuration)
Investments
1
Investments
Provider/Platform
1
Provider/Platform
Custom Appendices
1
Custom Appendices