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.
- Make one person (or a small team) responsible for all templates to aid consistency of approach.
- 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.
- 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.
- Use the ‘Duplicate Template’ facility. Again, this will save you a great deal of effort and avoid inconsistency.
- 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.
See below for links to guides on how to use the Sample Templates for different products in ATEB Suitability:
Defined Benefit Scheme to Personal Pension Transfer Template