We have some exciting news on the latest upgrade to ATEB Suitability on 2nd February 2024. This update comes at no additional cost and provides a new addition to our content integration library.
We have partnered with Invesco to provide our customer firms with access to the following:
- A description of their service
- A description for each of their portfolio ranges:
- Summit Growth
- Summit Responsible
- Multi Manager Growth MPS
- Multi Manager Income MPS
- Discretionary MPS
This functionality can be enabled by a Company Administrator via the Content Integrations screen.
Invesco is one of the world’s leading independent global investment firms, solely focused on investment management. The firm directs all of its intellectual capital, global strength and operational stability toward helping investors achieve their long-term financial objectives. By delivering the combined power of the firm’s distinctive investment management capabilities, Invesco provides a wide range of investment strategies and vehicles to retail and institutional clients around the world. On the ground in over 26 countries, the company is listed on the New York Stock Exchange under the symbol IVZ.
Invesco is well-known for providing a wide range of investment capabilities, supporting a variety of financial objectives that can contribute towards a diversified client portfolio. We also provide comprehensive holistic investment solutions to meet the needs of your clients.
Please note – this new integration will replace the existing Invesco ‘Provider’ and ‘Investment’ descriptions within Content Management and allows customer firms to benefit from an increased range of Invesco funds. If you are currently using the Invesco descriptions within Content Management, you will need to enable the new integration from the Content Integrations page.
Interested in exploring our key features and benefits? Click the link below:
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.
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