Intelligent Office (iO)

Initial setup of Intelligent Office/ATEB integration
To install the ATEB Suitability application in Intelligent Office, please follow this step-by-step guide: Log in to Intelligent Office Click on 'i...
Wed, 7 Nov, 2018 at 10:31 AM
How to use Intelligent Office/ATEB integration functionality
Before following this guide, please ensure that you have successfully completed the ‘Initial setup of Intelligent Office/ATEB integration’ guide. I...
Wed, 7 Nov, 2018 at 11:15 AM
Intelligent Office - Suitability Report - Supported Fields
The following fields are supported by the ATEB Suitability integration:         Getting Started   Client > Basic Details >Title Basic Clien...
Tue, 20 Oct, 2020 at 10:46 AM
Intelligent Office Integration - Mortgage Plans
After ATEB Suitability's integration with Intelligent Office has been set up, on the 'Getting Started' page, in the 'Report Details'...
Mon, 19 Oct, 2020 at 4:38 PM
Intelligent Office Integration - Investment Plans
After ATEB Suitability's integration with Intelligent Office has been set up, on the 'Getting Started' page, in the 'Report Details'...
Mon, 19 Oct, 2020 at 4:39 PM
Intelligent Office Integration - Retirement Plans
After ATEB Suitability's integration with Intelligent Office has been set up, on the 'Getting Started' page, in the 'Report Details'...
Mon, 19 Oct, 2020 at 4:40 PM
How to upload a suitability report to Intelligent Office
Please note that this process can be carried out only when Ateb Suitability has been accessed via Intelligent Office. It is only possible to upload 'co...
Tue, 13 Nov, 2018 at 4:43 PM
Intelligent Office - Continued Suitability Review Letter
After ATEB Suitability has been accessed via Intelligent Office, create a new Continued Suitability Letter as per the usual process. The full name, letter s...
Mon, 19 Oct, 2020 at 4:50 PM
Intelligent Office - Periodic Suitability Review Letter/Report
Please note that it's possible to generate this template in either 'Letter' or 'Report' formats. When generated in a report format,...
Mon, 22 Jul, 2019 at 2:44 PM
How to change the Intelligent Office account the Suitability account is integrated with?
To do this involves the following steps: 1) Disconnect the iO integration in the Suitability application and sign out of ATEB Suitability. To do this, ...
Mon, 20 Apr, 2020 at 10:13 AM