ATEB Suitability

🚀 We’re proud to share that ATEB Suitability has won its very first award, being named "Best Multi-Product Suitability Report Generator" at the 2024 UK Enterprise Awards! 🏆 David Anderson, our CTO, shared, “We are thrilled to receive this award. It’s a true testament to our dedication to innovation and excellence in financial technology. We have exciting feature updates planned for ATEB Suitability and look forward to sharing these with our clients soon.” As we continue to grow and innovate, this award marks a significant milestone in our journey. We remain committed to providing cutting-edge tools that enable financial advisers to deliver exceptional service and results. Read more here: https://hubs.la/Q02L5Vzx0 Learn more about our award-winning report generator at https://hubs.la/Q02L5F790 or email our Business Development Manager, Stefanos Marinos Daniel, at stefanos.daniel@atebsuitability.co.uk . #UKEnterpriseAwards #ATEBSuitability #FinancialAdvisers #Innovation #Fintech #AwardWinning

All of us at ATEB Suitability would like to wish you a wonderful holiday season! During this time, we hope you have the chance to unwind, reflect, and spend quality time with loved ones. This year, the Thistle Group has made a charitable donation to The Salvation Army's Christmas appeal. At Christmas, the Salvation Army aims to reach out to those suffering the most, bringing joy and hope into their lives. Here’s to a prosperous, successful, and fulfilling year ahead. We look forward to working with you in 2025 and beyond! #HappyHolidays #2025

Did you know that you could get a 14 Day fully featured FREE trial of our suitability report generator, ATEB Suitability? Revolutionise your workflow and ensure compliance with ease, by signing-up to our complimentary demos to find out more about our product and sign-up for our free trial. Book a demo today: https://hubs.la/Q02-4YXP0 For enquiries, reach out to Stefanos Marinos Daniel, Business Development Manager, at stefanos.daniel@atebsuitability.co.uk or visit our website: https://hubs.la/Q02-4Tcg0

Explore how ATEB Suitability, our intelligent multi-product suitability report generator can revolutionise your workflow and ensure compliance with ease. Join the ATEB Suitability Report Writing demonstrations, happening every two weeks on alternating Tuesdays and Thursdays, to get the full picture of how our tool can support you and your business. Book a demo today: https://hubs.la/Q02-4PBm0 For enquiries, reach out to Stefanos Marinos Daniel, Business Development Manager, at stefanos.daniel@atebsuitability.co.uk or visit our website: https://hubs.la/Q02-4Pb40 #FinTech #ReportWritingRevolution #SuitabilityReports #Compliance #Webinar

We are delighted to announce a new content integration with EPIC Investment Partners, to provide our customer firms with access to the following at no extra cost. A description of their service and each of their portfolios: • EPIC MPS Risk Managed Decumulation • EPIC MPS Risk Target Managed 3 • EPIC MPS Risk Target Managed 5 • EPIC MPS Risk Target Managed 7 EPIC Investment Partners, founded in 2001 and managing assets exceeding £4 billion, supports long-term strategies and ensures alignment between its investment managers and clients' interests. Their ambition is to bring truly active and tailored portfolio management within the reach of modern retail investors. The EPIC Model Portfolio Service offers sophisticated investment management in a cost-effective, open, and transparent package. Click here to find out more about the integration: https://hubs.la/Q02-4Nx10 Interested in exploring our key features and benefits? Click the link below: https://hubs.la/Q02-4Tbs0 If you have any questions or queries, please feel free to reach out to our Business Development Manager, Stefanos Marinos Daniel: stefanos.daniel@atebsuitability.co.uk. #SoftwareUpdate #Integration #atebsuitability #FinancialServices #SuitabilityReports #EfficiencyBoost

We have been nominated for Best Technology Provider at the Professional Adviser Awards 2025!   We're thrilled to be among some fantastic providers in the financial services sector. Best of luck to all the nominees!   #Shortlisted #PAAwards25

We are proud to have integrated with Scottish Widows Adviser Platform to simplify and centralise the suitability report writing process for advisers. Within Scottish Widows Platform, you can access ATEB Suitability directly and pre-populate your client data within our suitability report writing application. Click here the update on Money Marketing: https://hubs.la/Q02ZGWNc0 Click here to read the release on our website: https://hubs.la/Q02ZG_w40 #SuitabilityReports #Integration

Did you know that ATEB Suitability integrates with widely used financial services back office systems such Plannr Technologies Limited CRM, intelliflo Office, and Iress XPlan, in addition to a wide variety of content integrations? Sign-up for our demos to see the full potential of the ATEB Suitability report writing software, and how it can help your business. Book a demo today: https://hubs.la/Q02YJwD20 Visit our website where we showcase a full list of existing integrations https://hubs.la/Q02YJFVb0 or contact Stefanos Marinos Daniel for business and custom integration enquiries (stefanos.daniel@atebsuitability.co.uk). #FinTech #ReportWritingRevolution #SuitabilityReports #Compliance #Webinar

We are delighted to announce a new content integration with Parmenion to provide our customer firms with access to the following at no extra cost: • A description of their service • A description for each of their portfolios: • PIM Tactical Active 1-10 • PIM Tactical Passive 1-10 • PIM Tactical Income • PIM Strategic Guardian • PIM Strategic Conviction • PIM Strategic Passive ESG • PIM Strategic Ethical Active - Profile A • PIM Strategic Ethical Active - Profile B • PIM Strategic Ethical Active - Profile C • PIM Strategic Ethical Active - Profile D Parmenion, founded in 2007, are home to around £9bn worth of investments. Their proposition is founded on the seamless integration of three key disciplines: supporting the Investment Proposition, award-winning service, and intuitive technology. All of these enable them to reduce operational risk for advice firms and improve profitability through greater efficiencies. In turn, firms can deliver a streamlined client experience, enhanced by easy-to-use technology. Click here to find out more about the integration: https://hubs.la/Q02YJvpZ0 Interested in exploring our key features and benefits? Click the link below: https://hubs.la/Q02YJFV10 If you have any questions or queries, please feel free to reach out to our Business Development Manager, Stefanos Marinos Daniel, at stefanos.daniel@atebsuitability.co.uk. #SoftwareUpdate #Integration #atebsuitability #FinancialServices #SuitabilityReports #EfficiencyBoost

David Anderson, Chief Technology Officer, and Stefanos Marinos Daniel, Business Development Manager, are at the annual ValidPath Member Forum 2024 today. Go and say hi to our team to discuss how our intelligent suitability report generator can revolutionise your workflow and ensure compliance with ease. #ValidPathForum2024 #ValidPathCommunity