We have some exciting news on the latest upgrade to ATEB Suitability on 3 May 2024. This update comes at no additional cost and provides some new additions to our EBI content integration.

We have updated our EBI content integration with the following portfolio ranges:

Vantage Impact:

• Vantage Impact 20
• Vantage Impact 40
• Vantage Impact 60
• Vantage Impact 80
• Vantage Impact 100
• Vantage Impact Bond

Vantage SRI:

• Vantage SRI 20
• Vantage SRI 40
• Vantage SRI 60
• Vantage SRI 80
• Vantage SRI 100

Vantage DFA Core Bond:

• Vantage DFA Core Bond 20
• Vantage DFA Core Bond 40
• Vantage DFA Core Bond 60
• Vantage DFA Core Bond 80
• Vantage DFA Core Bond 100

Vantage DFA Core Plus Bond:

• Vantage DFA Core Plus Bond 20
• Vantage DFA Core Plus Bond 40
• Vantage DFA Core Plus Bond 60
• Vantage DFA Core Plus Bond 80
• Vantage DFA Core Plus Bond 100

Vantage DFA Sustainability Bond:

• Vantage DFA Sustainability Bond 20
• Vantage DFA Sustainability Bond 40
• Vantage DFA Sustainability Bond 60
• Vantage DFA Sustainability Bond 80
• Vantage DFA Sustainability Bond 100

This functionality can be enabled by a Company Administrator via the Content Integrations screen.

Launched in 2010, ebi is a discretionary fund manager built on the principles of diversification, sustainable investing, and passive portfolio management, with over £2.8 billion in assets under management.

Our vision is to facilitate advisers in delivering improved financial outcomes for their clients. To be achieved through offering a forward looking investment proposition in conjunction with a Model Portfolio Service designed to present complex information clearly to investors. 

Evidence based investing lies at the heart of our Vantage portfolios. Years of peer reviewed academic research, including factor driven strategies aims to deliver increased diversification and superior returns over a long-term horizon.

Vantage is ebi’s discretionary MPS service, and was created to provide an optimized ‘tolerance-based’ rebalancing service, aiming to minimise the frequency of rebalancing and the volume of trades, thus reducing the cost of rebalancing and improving portfolio performance.

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

Key-Features and Benefits

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.