ATEB Suitability

ATEB suitability can now integrate with Client Care Desktop Version 4.0.1

ATEB suitabilityATEB suitability is an intelligent wizard based suitability letter generator, designed to offer financial advisers a simple yet comprehensive tool to help streamline their advice process. The ATEB suitability letter writer could give you a smarter, more cost effective and compliant approach to producing your suitability letters. Significant cost savings in production time have already been demonstrated. It has the following key features:

  • Content in line with the ‘FSA Pension Switching Review’.
  • Letter text has a ‘TCF friendly’ output.
  • An ‘intelligent wizard’ that dynamically changes the letter content depending on user input.
  • Allows easy delegation of letter writing to sales support, freeing up adviser time.
  • A comprehensive selection of templates.

This new integration accesses live client data that automatically feeds into the ATEB suitability letters, thus eliminating the need to ‘re-enter’ client information.

What makes ATEB suitability different?
 

  • Each letter is created by following a systematic, step-by-step, intelligent wizard; there is no large generic paragraph selection or cutting and pasting.
  • The creation process can be delegated to sales support or para-planners, freeing up adviser time.
  • It encourages personalisation by linking product features with the client’s circumstances.
  • The ATEB system uses phrases such as “because you are…” and not “if you are...”.
  • We include regular free text prompts throughout every aspect of the templates, giving you the opportunity to personalise. Greater personalisation means greater protection for the firm.
  • Because firms’ systems and styles differ, the letters are designed to work alongside other documents and reports, such as fund analysis or generic reports.
  • The system is fully web-based, which means no need to load the software onto your computer.
  • ATEB has used its many years of compliance experience and regulator feedback to create relevant content. 

Why not contact the Capita Financial Software sales team for your 14 day free trial on 01279 756080