EV Content Integration Update + Provider & Investment Library Updates

We have completed the latest upgrade to ATEB Suitability on 27th June 2022. This update comes at no additional cost and includes a number of additions to our content management libraries and integrations.

EV

Following a change to EV’s risk profiling solution, we have updated the EV Risk Profiles stored within our software.  The update means the existing Risk Profiles are now known as ‘Growth’ profiles and we have added new separate lists for ‘Income’ profiles.

In addition to adding the new ‘Income’ profiles, we have updated the images inserted into our reports to use the latest graphics supplied by EV.

Content Management Additions

We have added the following funds to the ‘Investments’ library of Content Management:

  • 4x Liontrust Sustainable Future funds
  • 8x Liontrust MPS Growth portfolios
  • 6x Liontrust MPS Income portfolios
  • 8x Liontrust MPS Dynamic Beta portfolios
  • 6x Liontrust MA Active funds
  • 5x Liontrust MA Blended funds
  • 6x Liontrust MA Passive funds

We have updated the assets under management (AUM) figures for the following DFM’s within the ‘Provider/Platforms’ library of Content Management:

  • Brooks Macdonald
  • Tatton Investment Management

Following the recent rebrand of the Ascentric Platform, we have also made the following change to the ‘Providers/Platforms’ library of Content Management:

  • Ascentric Platform renamed M&G Wealth Platform with revised descriptive text and assets under management (AUM) figures.

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.

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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