New Content Integration with Evelyn Partners

We have some exciting news on the latest upgrade to ATEB Suitability on 19th January 2024. This update comes at no additional cost and provides a new addition to our content integration library.

We have partnered with Evelyn Partners to provide our customer firms with access to the following:

  • A description of their service
  • A description for each of their portfolio ranges:
    • Evelyn Core MPS
    • Evelyn Active MPS
  • Risk profile definitions and descriptions

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

Evelyn Partners is one of the UK’s leading wealth management and professional services groups with over 180 years of heritage, created by the merger of Tilney and Smith & Williamson in September 2020. They are a discretionary fund manager, dedicated to portfolio management, ensuring diversification and risk management, with over £55.6 billion in assets.

Their ethos is that clients’ personal wealth is their personal responsibility, and they seek to build long-term relationships with clients’ and their advisers that can span multiple generations. Their goal is to preserve and grow the value of their clients’ wealth in a world that is constantly changing and to help them access or pass on their wealth tax-efficiently. They aim to achieve this though offering Bespoke portfolios, Core MPS, Active MPS and Sustainable MPS solutions. The cornerstone of their approach is to gain a deep understanding of a clients’ circumstances, needs and aspirations and then deliver a highly personal and professional service to help them achieve their goals.

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

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About the Author

Doug has over 14 years experience in the financial services industry and works as a Senior Product Consultant for ATEB Suitability. He provides training and support for our users and also looks after the content of our suitability report templates. He loves to catch up with customers and is always available for a friendly chat.

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