General Application
1) Suitability Report Users are able to create a full suitability report which can include the following section areas: Retirement, Investment, Mortgage an...
Thu, 8 Apr, 2021 at 10:14 AM
The 'Dashboard' page displays the number of reports that are in progress, the number of completed reports and the number of created templates ca...
Thu, 8 Apr, 2021 at 10:09 AM
Clicking on the 'Log Out' button returns the application to the log in screen. The 'Log Out' button can be clicked at any time. Th...
Thu, 8 Apr, 2021 at 10:09 AM
All templates can be viewed on the 'Templates' page, which is located under the ‘Main’ sub-section. For each template the following deta...
Thu, 8 Apr, 2021 at 10:10 AM
The side navigation bar can be opened by clicking on the company logo on the top left corner of the application; this is highlightedbelow.
Thu, 8 Apr, 2021 at 10:10 AM
Within the new application, it is possible for a user to be affiliated with more than one company. For the user to change the company, they must navi...
Thu, 8 Apr, 2021 at 10:10 AM
There are three main causes for this issue: 1) The link you are using is not the most recent version. Please ensure that you are clicking on the most re...
Fri, 15 Jun, 2018 at 9:16 AM
From the main log in screen on the ATEB suitability page, click on the given link where it says 'To start a 14 day FREE trial click here.' ...
Wed, 8 Sep, 2021 at 4:13 PM