New Parent/Child Company Account Relationships & Intelliflo Office Upgrade

We have completed the latest upgrade to ATEB Suitability on 14th January 2022. This update comes at no additional cost and provides major platform enhancements.

Full details of the enhancements can be found below:

Parent and Child Company Account Relationships

Client firms can now be linked together to establish hierarchical group structures.  This feature allows firms to not only share centralised content internally, but also with other firms within a group structure.  For example, multiple firms can now access the same:

  • Templates
  • Paragraphs
  • Risk Profiles
  • Providers & Platforms
  • Investments
  • In-house Model Portfolios
  • Custom Appendices

This means that different brands or trading styles can share the same centralised content.

Some examples of why firms will find this incredibly useful:

  • Appointed Representatives (ARs): Directly authorised IFAs with ARs can offer Suitability Report support via centralised in-house content and templates which can be used to produce reports with different branding.
  • Paraplanners: Paraplanning firms who produce reports for several different IFA clients can now share centralised templates across multiple IFA brands to assist in their suitability report production.
  • Networks: can offer Suitability Report software with centralised content and templates to their member firms, who can in turn add their own content and style to their reports.
  • International Firms : that operate across multiple countries can now access the same software platform and share centralised content whilst producing reports with the different nuances required for each regulatory jurisdiction.

Using the model above, user licences can be shared across multiple company accounts to enable users to produce reports with different report styles.

To express an interest in using this new feature, please contact sales@atebsuitability.co.uk.  We will also be providing access to a number of new FAQ articles over the coming days which will provide more detail on how to use this new functionality.

Intelliflo Office Integration Update

To assist firms who access more than one iO tenancy (e.g. paraplanning teams working for multiple firms, or ARs who share the same paraplanning resource), ATEB Suitability user accounts with access to more than one ATEB Suitability company account can now be linked to multiple iO tenancies.

To enable this functionality, the next time you launch ATEB from within iO, you will be prompted to login to your ATEB Suitability account.  During the login process, if your ATEB account is linked to more than one ATEB Suitability company, you will be asked to select the company appropriate to your iO tenancy.

Further details are available upon request to support@atebsuitability.co.uk.

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.

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.

ATEB Suitability provides report writing software for the financial services market.

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About the Author

Director - Having joined us directly from university, David quickly developed into an indispensable member of the team. As our IT Director he is responsible for ATEB’s technology strategies, security systems and platforms. He has been at the forefront of the development of ATEB Suitability and instrumental in ensuring that the complex regulatory requirements are catered for in an interactive and intuitive fashion. He would be delighted to discuss its capabilities with you in more detail.

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