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We have some exciting news on the latest upgrade to ATEB Suitability on 9 April 2025. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Pacific Asset Management to provide our customer firms with access to the following: A description of their service […]
We have completed the latest upgrade to ATEB Suitability on 7th April 2025. This update includes the new Business Asset Disposal Relief (BADR) rate in preparation for the 2025/26 tax year and a template enhancement to our ‘Investment Strategy Recommendation’ tables. Full details can be found below: Business Asset Disposal Relief (BADR) To address the […]
We are pleased to inform you that the latest upgrade to ATEB Suitability was completed on 18th March 2025. Full details below: Rebrands In response to recent industry rebrands, we have made the following changes to our ‘Providers/Platforms’ and ‘Investments’ libraries: ‘Providers/Platforms’ ‘Abrdn’ has been renamed to ‘Aberdeen’. ‘Close Bros Asset Management’ has been renamed […]
We have some exciting news on the latest upgrade to ATEB Suitability on 14 February 2025. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Binary Capital to provide our customer firms with access to the following: A description of their service […]
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