We have some exciting news on the latest upgrade to ATEB Suitability on 9 April 2025. This update comes at no additional cost and provides a new addition to our content integration library.
We have partnered with Pacific Asset Management 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 Conservative
- Core Balanced
- Core Adventurous
- Core Aggressive
This functionality can be enabled by a Company Administrator via the Content Integrations screen.
Pacific Asset Management is a modern, highly diversified, technology driven asset manager serving a diverse client base, including financial advisers, institutional pension funds, wealth managers, discretionary fund managers, and consultants. It is responsible for over £10.4 billion of assets as at January 2025 for its clients.
Pacific offers a complete range of multi-asset portfolio solutions, spanning across 5 risk-return profiles and 4 investment styles, designed to meet the needs of a broad spectrum of investors. Each portfolio has a clearly defined return objective and risk profile so that advisers can select the portfolio suited to their clients’ personal needs and objectives.
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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