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New Xplan Data Integration & Sample Templates Added

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

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New Xplan Data Integration & Sample Templates Added

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

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