Template Enhancements including New Buy to Let Mortgage Options
We have completed the latest upgrade to ATEB Suitability on 13th March 2022. This update comes at no additional cost […]
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 […]
New ‘Assets & Liabilities’ and ‘Income & Expenditure’ tables + ‘Agreed Objectives & Priorities’ changes
We have completed the latest upgrade to ATEB Suitability on 27th October 2021. This update comes at no additional cost […]
Stamp Duty Changes & Standard Life -> abrdn
We’re writing to inform you of a couple of changes we have made to ATEB Suitability. What does this mean […]
Defaqto & P1 Content Integrations + additional Providers & Investments