Upgraded Costs and Charges Statement Template & Much More
We completed the latest upgrade to ATEB Suitability on 29th November 2020. Following the recent release of our new Xplan
David Anderson
New Xplan Data Integration & Sample Templates Added
We completed the latest upgrade to ATEB Suitability on 15th November 2020. Continuing with our commitment to developing third-party integrations
Abridged Advice Report Template Tweaks & New Provider Text
We completed the latest upgrade to ATEB Suitability on 11th October 2020. Following initial client feedback we have made a
New Abridged Advice Report Template & PS20/06 Rules for DB Transfer
We completed the latest upgrade to ATEB Suitability on 30th September 2020. This update brings our DB Transfer reports in
Suitability Reports: Who is Fred?
There is an old joke about a man going to his dentist, picking up a magazine in the waiting room
New Content Integrations from Leading Third-Parties and much more
We completed the latest upgrade to ATEB suitability on 12th July 2020. This is another significant update to our software
Stamp Duty Holiday Changes
In response to the chancellor's announcement earlier today we have updated our optional Glossary of Terms Appendix with immediate effect
Launching 3 new Content Management Features (Providers, Investments & Custom Appendices)
We have completed the latest upgrade to ATEB suitability on 5th April 2020. This is a significant update to our
COVID-19 Information
COVID-19 We are writing to update you on our preparations regarding the COVID-19 coronavirus which the World Health Organisation declared
New Periodic Suitability Review Letter/Report Template
We have completed the latest upgrade to ATEB suitability on 1st July 2019. Details of the changes can be found