We completed the latest upgrade to ATEB Suitability on 15th November 2020.  Continuing with our commitment to developing third-party integrations we are extremely pleased to announce a new data integration with Xplan from Iress.

The new integration is provided free of charge to existing users of ATEB Suitability & Xplan.  It can be enabled in a couple of steps from within the ‘Data Integrations’ screen:

For more information on how to enable the integration and to see a list of supported fields please check out the dedicated Xplan (iress) section of our Help & Support website.

Xplan joins a growing list of third-party partners we work with.

In addition to the change above we have added descriptive text for the following ‘Providers’ within Content Management:

• Hubwise
• LGT Vestra

We have also added the fund fact sheet descriptive text for the following ‘Investments’ within Content Management:

• 19x Blackrock funds
• 15x VitalityInvest funds
• 16x LGT Vestra funds
• 5x Royal London ‘Sustainable’ funds

In addition, our ‘Sample Templates’ suite has been updated with 6 new templates:

• Annual Review Flexi-Access Drawdown Template
• Annual Review ISA and GIA Template
• Defined Benefit Recommendation to Retain Template
• ISA and GIA Template
• Personal Pension Template
• Shareholder Protection Template

Please see our collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available now 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.

Many thanks

ATEB Suitability Customer Support