We are thrilled to announce that Plannr CRM has been added to our list of data integration partners. Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report […]
We have completed the latest upgrade to ATEB Suitability on 6 June 2024. This update comes at no additional cost and provides various updates to our ‘Content Management’ libraries. Full details can be found below: ‘Provider/Platform’ Descriptions Our current library bank of ‘Provider/Platform’ descriptions has been fully updated, including new assets under management (AUM) figures. […]
We have some exciting news on the latest upgrade to ATEB Suitability on 3 May 2024. This update comes at no additional cost and provides some new additions to our EBI content integration. We have updated our EBI content integration with the following portfolio ranges: Vantage Impact: Vantage Impact 20 Vantage Impact 40 […]
Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs for the 2024/25 tax year. Full details can be found below: Pensions Existing ‘Lifetime Allowance’ wording removed and replaced with new ‘Lump Sum Allowance (LSA)’ and ‘Lump Sum and Death Benefit Allowance (LSDBA)’ wording. In […]
We have some exciting news on the latest upgrade to ATEB Suitability on 15th March 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with T. Bailey Asset Management to provide our customer firms with access to the following: A description of their […]
We have some exciting news on the latest upgrade to ATEB Suitability on 6th March 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Waverton Investment Management to provide our customer firms with access to the following: A description of their service […]
We have some exciting news on the latest upgrade to ATEB Suitability on 14th February 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with 8AM Global to provide our customer firms with access to the following: A description of their service A […]
We have some exciting news on the latest upgrade to ATEB Suitability on 2nd February 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Invesco to provide our customer firms with access to the following: A description of their service A description for […]
Our new website is: www.thistleinitiatives.co.uk and you can keep up to date with all of our usual regulatory and company updates here.
Our new website is www.thistleinitiatives.co.uk. There will be no further posts here from ATEB Compliance. You can keep up to date with all of our usual regulatory and company updates here going forward.
New Content Integration with IBOSS Asset Management
Doug McFarlane Suitability 2016, 2024, content management, T.Bailey, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 1st August 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with IBOSS to provide our customer firms with access to the following: A description of their service A […]