We have some exciting news on the latest upgrade to ATEB Suitability on 1st August 2024. This update comes at no additional cost and provides a new addition to our content integration library.

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

• A description of their service
• A description for each of their model portfolio ranges:
  • IBOSS Core MPS
  • IBOSS Passive MPS
  • IBOSS Decumulation MPS
  • IBOSS Sustainable MPS

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

IBOSS offers award-winning investment solutions, exclusively for professional financial planners, constructed to suit a wide range of client requirements.

IBOSS Limited was established in 2008 to provide fund management research to advisers, and in 2016 we launched our OEIC and then discretionary managed portfolio service (MPS) via IBOSS Asset Management Limited. IBOSS Asset Management and IBOSS Limited are owned by the same group, Kingswood Holdings Limited, and share the same investment team and investment strategy. In total IBOSS has over £2bn in assets under management.

The IBOSS Managed Portfolio Service (MPS) offers four ranges of discretionary model portfolios, aligned to a range of different risk outcomes; Core MPS (9 models), Passive MPS (9 models), Decumulation MPS (7 models) and Sustainable MPS (7 models). All four ranges follow the same investment philosophy, centred on constructing highly diversified portfolios aimed at outperforming their benchmarks with minimal volatility and across various periods, balancing performance and risk especially in volatile markets.

Full details of our most recent enhancements can be found on our website blog:

https:/category/suitability

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.