We are pleased to share the news that a new third party integration is now in pilot with a limited group of clients.
This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template. Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.
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 will give you a smart, cost effective and compliant approach to producing your suitability reports.
We are confident that once you try our suitability report software you will never return to using standalone suitability report templates again.
To use the integration you will need an active ATEB Suitability account, but don't worry we offer a no obligation 14 day free trial (no credit card details required).
Extensive FAQ and setup guides on how to use the Xplan integration available here.
For further assistance
Please contact your Iress representative (Account Manager/Executive) if you need further assistance.
Iress is a technology company providing software to the financial services industry. Our software is used by more than 9,000 businesses and 500,000 users globally.
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