ATEB
Curated by SignalPerformance reporting tool enhancing wealth managers' investment advisory processes.
Overview
ATEB is a fintech company that specializes in performance reporting for wealth managers. The company offers a suite of tools aimed at enhancing the investment advisory process. Its platform aggregates financial data from various accounts and asset classes, providing real-time insights into portfolio performance, asset allocation, and risk exposure. ATEB's mission is to provide financial advisers with a tool that complies with FCA requirements while streamlining the advice process. The platform addresses the need for consistent and personalized suitability reports, which helps wealth managers maintain compliance and improve client engagement. Key features of the platform include customizable reports, compliance monitoring, and integration with third-party services.
Key facts
- Founded
- 1996
- Headquarters
- Houghton le Spring, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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