The Consumer Duty

In the world of investment, an MPS is a managed portfolio service – sometimes known as a model portfolio service. Many financial advisers recommend managed portfolio services to their clients because of the value and quality of service they provide for investors.

CleverMPS and ATEB connect on suitability

CleverMPS and ATEB connect on suitabilityCleverMPS is the first model portfolio service to integrate with ATEB Suitability as part of ATEB’s recently upgraded service.   The new Clever content integration provides the ability to draw through appropriate descriptive text for each of the CleverMPS portfolios when recommended via ATEB’s Investment Strategy Recommendation page as well…