EBI (Evidence Based Investing) – Content Integration Update
We have some exciting news on the latest upgrade to ATEB Suitability on 3 May 2024. This update comes at no additional cost and provides some new additions to our EBI content integration. We have updated our EBI content integration with the following portfolio ranges: Vantage Impact: Vantage Impact 20 Vantage Impact 40 […]
Content Management Update – Providers, Platforms & Investments
Doug McFarlane Suitability 2024, content management, platform, Update
We have completed the latest upgrade to ATEB Suitability on 6 June 2024. This update comes at no additional cost and provides various updates to our ‘Content Management’ libraries. Full details can be found below: ‘Provider/Platform’ Descriptions Our current library bank of ‘Provider/Platform’ descriptions has been fully updated, including new assets under management (AUM) figures. […]