We are pleased to inform you that the latest upgrade to ATEB Suitability was completed on 18th March 2025.
Full details below:
Rebrands
In response to recent industry rebrands, we have made the following changes to our ‘Providers/Platforms’ and ‘Investments’ libraries:
‘Providers/Platforms’
- ‘Abrdn’ has been renamed to ‘Aberdeen’.
- ‘Close Bros Asset Management’ has been renamed to ‘TrinityBridge’, with updated descriptive text.
‘Investments’
The fund/portfolio ranges for TrinityBridge (formerly Close Bros Asset Management) have also been revised and updated with new fund fact sheet descriptive text.
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As always, our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.
New Content Integration with Pacific Asset Management
Doug McFarlane Suitability 2025, Content Integration, content management, EU, FCA, Integration, Investment, ML, Pacific, Pacific Asset Management, PI, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 9 April 2025. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Pacific Asset Management to provide our customer firms with access to the following: A description of their service […]