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.
Should clients take Abridged Advice?
Paul Caine Compliance 2018, abridged, DB Pension, FCA, MiFID, Pension, Pension Transfer, Switch, TCF, transfer
Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should meet the client’s profile and needs? The actual product recommended should be the most suitable, taking account of features and costs. In relation to the second principle, the cliché about cheapest is not necessarily the […]