New Content Integration with IBOSS Asset Management 1 August 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 1st August 2024. This update comes at […] Read More
New Data Integration with Plannr 24 July 2024 Doug McFarlaneSuitability We are thrilled to announce that Plannr CRM has been added to our list of data integration partners. […] Read More
Content Management Update – Providers, Platforms & Investments 6 June 2024 Doug McFarlaneSuitability We have completed the latest upgrade to ATEB Suitability on 6 June 2024. This update comes at no additional cost […] Read More
EBI (Evidence Based Investing) – Content Integration Update 3 May 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 3 May 2024. This update comes at […] Read More
Tax Year End Update 6 April 2024 Doug McFarlaneSuitability Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs […] Read More
New Content Integration with T. Bailey Asset Management 15 March 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 15th March 2024. This update comes at […] Read More
New Content Integration with Waverton Investment Management 6 March 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 6th March 2024. This update comes at […] Read More
New Content Integration with 8AM Global 14 February 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 14th February 2024. This update comes at […] Read More
New Content Integration with Invesco 2 February 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 2nd February 2024. This update comes at no […] Read More
New Content Integration with Evelyn Partners 19 January 2024 Doug McFarlaneSuitability We have some exciting news on the latest upgrade to ATEB Suitability on 19th January 2024. This update comes at […] Read More