CleverMPS and ATEB connect on suitability

CleverMPS 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 as a range of custom appendices providing further details relating to CleverMPS.

 

ATEB Suitability is an intelligent, multi-product suitability report generator designed to offer financial advisers a simple, yet comprehensive tool that meets FCA suitability report requirements and streamlines their advice process. ATEB Suitability offers a smart, cost effective and compliant approach to producing suitability reports. The upgraded service also integrates with Dynamic Planner and EValue.

 

Patrick Boughton, Clever sales and marketing director, comments:

 

“We were introduced to ATEB by a mutual customer who was looking for a way to recommend Clever solutions in their suitability reports. After meeting the team, we immediately recognised their compliance and regulatory knowledge was on a different level. They were able to assist us with wider compliance guidance.

 

“We are certain the new content available through ATEB Suitability will speed up the report writing process for both paraplanners and advisers alike. We look forward to our ongoing relationship with ATEB for the benefit of our mutual customers.”

 

Our partnership with ATEB is part of our commitment to listen to our clients, then develop and improve our services in line with the needs of their business.

 

For more information about ATEB Suitability upgrade, click here.