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.
Abridged advice – how is it going so far?
Alistair MacDougall Compliance 2015, 2018, 2020, 2021, abridged, Drawdown, FCA, Pension, Pension Transfer, PI, transfer
Based on data and live visits to firms during the period from April 2015 to rule changes in 2018 and 2020, the FCA believed that far too high a proportion of clients were being recommended to transfer safeguarded benefits. This was predicated on the longstanding rule which stated: “… a firm should start by assuming […]