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...
Wed, 21 Aug, 2019 at 4:21 PM
On the 'Dashboard' page, the number of reports that are in progress, the number of completed reports and the number of created templates can ...
Fri, 20 May, 2016 at 10:05 AM
Clicking on the 'Log Out' button redirects the application to the log in screen.
The 'Log Out' button can be clicked at an...
Sat, 8 Apr, 2017 at 2:50 PM
All templates can be viewed on the 'Templates' page, which is located under the ‘Main’ sub-section.
For each template the fo...
Sat, 8 Apr, 2017 at 2:51 PM
The side navigation bar can be opened by clicking on the company logo on the top left corner of the application; this is outlined below in red.
...
Sat, 8 Apr, 2017 at 2:50 PM
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...
Fri, 15 Jun, 2018 at 9:15 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.' ...
Fri, 15 Jun, 2018 at 9:29 AM