New Content Integration with Binary Capital

We have some exciting news on the latest upgrade to ATEB Suitability on 14 February 2025. This update comes at no additional cost and provides a new addition to our content integration library.

 

 

We have partnered with Binary Capital to provide our customer firms with access to the following:

  • A description of their service
  • A description for each of their portfolios:
    • Core Defensive
    • Core Cautious
    • Core Balanced
    • Core Growth
    • Core Adventurous

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

Binary Capital was formed in 2018 to provide to the UK adviser marketplace best-in-class DFM solutions across a range of risk profiles and product categories. We are an independent firm with no external influences. We are whole of market and only invest in regulated, liquid investment strategies.

London based and independent, we have a focus on working with independent financial advisers nationwide. We are patient capital investors with a long-term, conviction style of investing that is relevant for all types of clients.

  • In-house developed investment strategy. We have a long-term and conviction-led investment philosophy. Completely focused on client outcomes.
  • Our investment style can be best described as pragmatic multi-asset investing.
  • Fully independent. Whole of market. No investment conflicts. No in-house products.

We offer a full suite of investment models across five defined risk profiles ranging from defensive to adventurous. .

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.

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.

ATEB Compliance offers compliance and regulatory advice.

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

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