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 includes new Content Integrations as well as a number of additions to our Content Management libraries.

New Content Integration with Defaqto Engage

Defaqto have supplied their risk profile definitions and descriptions from Defaqto Engage for inclusion within your suitability reports.  Company Administrators can enable the Defaqto Engage risk profiles from within the Content Integrations screen.  Once enabled, the risk profiles will be available for selection within your reports.

Defaqto Engage Logo

New Content Integrations with P1 Investment Management and P1 Platform

We have partnered with P1 Investment Management to provide access to a description of their service via the ‘Providers’ functionality as well as adding descriptions for their 16 portfolios via ‘Investments’.  These descriptions can be enabled by a Company Administrator via the Content Integrations screen.

In addition to the descriptions above, P1 have also provided a description for the P1 Platform service, which again can be enabled via the Content Integrations screen.

P1 offers a range of six core model portfolios, six passive portfolios and four ethical portfolios, which are risk-targeted and (for core only) objective focused to address particular client circumstances.  P1 also offers a bespoke portfolio service for clients who prefer an individual approach (subject to a minimum fixed annual cost).

P1 Investment Management LogoP1 Platform Logo

NB. To accommodate the addition of P1 via Content Integrations we have removed the previous descriptions of P1 services which were supplied by default within the Content Management library.  Therefore, if you currently use the P1 descriptions you will need to ensure you enable these again via the Content Integrations page.

Content Management Additions

In addition to the updates above we have added descriptive text for the following ‘Providers’ within Content Management:

  • Tatton Investment Management
  • Clydesdale Bank

We have also added the following portfolios to the ‘Investments’ within Content Management:

  • 6x Tatton Investment Management Ethical portfolios
  • 6x Tatton Investment Management Managed portfolios
  • 6x Tatton Investment Management Tracker portfolios
  • 6x Tatton Investment Management Core portfolios
  • 5x Tatton Investment Management Income portfolios

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 / 0191 338 8177.

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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About the Author

Director - Having joined us directly from university, David quickly developed into an indispensable member of the team. As our IT Director he is responsible for ATEB’s technology strategies, security systems and platforms. He has been at the forefront of the development of ATEB Suitability and instrumental in ensuring that the complex regulatory requirements are catered for in an interactive and intuitive fashion. He would be delighted to discuss its capabilities with you in more detail.

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