ATEB Suitability, part of the Thistle Group, has partnered with ValidPath on a case study to revolutionise the creation of suitability reports for Independent Financial Advisers (IFAs) across the UK! Check out the full case study here: https://lnkd.in/extgiuRM Got questions? Reach out to Stefanos Marinos Daniel, our Business Development Manager at ATEB Suitability for more info! #CaseStudy #SuitabilityReports #FinancialAdvisers #Software #Compliance #Investments #Sustainability 📈💼
Streamline the process of creating suitability reports We are delighted to share our latest case study on our partnership with ValidPath. The case study highlights how ValidPath, a renowned network supporting Independent Financial Advisers (IFAs) throughout the UK, leverages ATEB Suitability’s comprehensive, customisable, and compliant software. By facilitating the seamless creation of suitability reports, promoting efficient workflows and ensuring regulatory adherence for member firms. Read the full case study here - https://hubs.la/Q02rGRL90 Interested in exploring our key features and benefits? Click the link: Key Features and Benefits: https://lnkd.in/enZ2vqeV If you have any questions or queries, then please feel free to reach out to Stefanos Marinos Daniel, Business development manager at ATEB Suitability. #casestudy #suitabilityreports #software #financialadvisers #sustainability #compliance #investments