Fiscal Statement: Stamp Duty & Land Tax Changes
Following the new Chancellor’s fiscal statement on 23rd September 2022 we have updated ATEB Suitability to incorporate the changes to […]
Suitability
New Security Feature: Two-Factor Authentication
We have completed the latest upgrade to ATEB Suitability on 7th September 2022. This comes at no additional cost and […]
New Content Integration with EBI, Periodic Review Template Updates & Much More
We have completed the latest upgrade to ATEB Suitability on 14th August 2022. This update comes at no additional cost […]
EV Content Integration Update + Provider & Investment Library Updates
We have completed the latest upgrade to ATEB Suitability on 27th June 2022. This update comes at no additional cost […]
Trustee & Power Of Attorney As Client + Additional Wording Options
We have completed the latest upgrade to ATEB Suitability on 22nd May 2022. This update comes at no additional cost […]
Defaqto & P1 Content Integrations + additional Providers & Investments
We completed the latest upgrade to ATEB Suitability on 20th March 2022. This update comes at no additional cost and […]
Template Enhancements including New Buy to Let Mortgage Options
We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost […]
New Parent/Child Company Account Relationships & Intelliflo Office Upgrade
We have completed the latest upgrade to ATEB Suitability on 14th January 2022. This update comes at no additional cost […]
New ‘Assets & Liabilities’ and ‘Income & Expenditure’ tables + ‘Agreed Objectives & Priorities’ changes
We have completed the latest upgrade to ATEB Suitability on 27th October 2021. This update comes at no additional cost […]
Stamp Duty Changes & Standard Life -> abrdn
We’re writing to inform you of a couple of changes we have made to ATEB Suitability. What does this mean […]