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:
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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.
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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
The replacement business blind spot?
Paul Jay Compliance Drawdown, FCA, Pension, PI, platform, Switch, transfer
We’ve been involved with a number of firms who are on the acquisition trail and as part of the due diligence work we support them with, we check a lot of advice files. It won’t come as a surprise that many of these involve replacement business. What never ceases to amaze us is that, despite […]