We are thrilled to announce that Plannr CRM has been added to our list of data integration partners.
Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports!
Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report writing application.
Learn more about Plannr: https://tinyurl.com/2w4t65cu
Key Features and Benefits:
- Effortless access to ATEB Suitability from Plannr
- Two-way integration – Once your report is complete, you can store it within the client’s record in Plannr with just a click of a button.
- Increased Efficiency. Automates data transfer between systems
- Reduces manual/repetitive data entry and minimising errors.
- Ensures consistent and accurate data throughout your reports.
- Streamlined Processes with effective client data management
- Enhances customer experience by providing timely and accurate information.
For additional information on the setup, user guide, and supported fields, click HERE
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.
Advising non-UK clients
Alistair MacDougall Compliance Conduct, EEA, email, EU, FCA, MiFID, passport, PI, vulnerable
Despite the fact that the UK ceased to be a member of the EU/EEA almost a year ago, we are still asked for advice around how a UK firm can take on a new non-UK client or continue to deal with such clients that the firm had pre-BREXIT. We have written before about the general […]