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.
Rebrands, Mergers and Acquisitions
Following various rebrands, mergers and acquisitions within the industry, we have made the following changes to our ‘Providers/Platforms’ and ‘Investments’ libraries.
‘Providers/Platforms’
- Advance by Embark and Embark removed
- Scottish Widows Platform newly added
- SS&C Hubwise and Tenet Platform removed
- Hubwise Connect newly added
- Verbatim Asset Management removed
- Tavistock Wealth renamed Tavistock Asset Management
- Horizon by Embark renamed Embark Horizon
- AXA PPP Healthcare renamed AXA Health
- Brewin Dolphin renamed RBC Brewin Dolphin
- Hodge Lifetime renamed Hodge
- LGT Vestra renamed LGT Wealth Management
- Platform Home Loans renamed The Co-operative Bank for Intermediaries
‘Investments’
- Verbatim Asset Management fund range removed and replaced with new Verbatim fund range under Tatton Investment Management:
- WS Verbatim Portfolio 3 Fund
- WS Verbatim Portfolio 4 Fund
- WS Verbatim Portfolio 5 Growth Fund
- WS Verbatim Portfolio 5 Income Fund
- WS Verbatim Portfolio 6 Fund
- WS Verbatim Portfolio 7 Fund
- WS Verbatim Multi-Index Portfolio 3 Fund
- WS Verbatim Multi-Index Portfolio 4 Fund
- WS Verbatim Multi-Index Portfolio 5 Fund
- WS Verbatim Multi-Index Portfolio 6 Fund
- Tavistock Wealth fund range removed and replaced with new Tavistock Asset Management fund range:
- ACUMEN MPS 3
- ACUMEN MPS 4
- ACUMEN MPS 5
- ACUMEN MPS 6
- ACUMEN MPS 7
- ACUMEN MPS 8
- ACUMEN MPS Income Portfolio
- ACUMEN MPS ESG 3
- ACUMEN MPS ESG 4
- ACUMEN MPS ESG 5
- ACUMEN MPS ESG 6
- ACUMEN MPS ESG 7
- ACUMEN MPS ESG 8
New ‘Providers/Platforms’
We have added the following EIS providers to our ‘Providers/Platforms’ library:
- Guiness Global Investors
- Mercia Asset Management
- MMC
- Molten Ventures
- Par Equity
- Parkwalk Advisors
Interested in exploring our key features and benefits? Click the link below:
Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.
Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.
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We are thrilled to announce that Plannr CRM has been added to our list of 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 writing […]