Content Management Update: Providers, Platforms & Investments

18 March 2025 Doug McFarlaneSuitability

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.

Interested in exploring our key features and benefits? Click the link below:

Key-Features and Benefits

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.

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Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

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ATEB Suitability provides report writing software for the financial services market.