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.
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).
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.