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Integration overview
Presenting a seamless integration between Iress Xplan and ATEB Suitability. Improved efficiency in creating suitability reports!
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Increased Efficiency. Automates data transfer
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Reduces manual/repetitive data entry and minimising errors.
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Ensures consistent and accurate data throughout your reports.
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Streamlined Processes with effective client data management
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Enhances customer experience by providing timely and accurate information
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.
Integration summary
Intelligent suitability report writing
Software type: Advice
Locale: United Kingdom
Contact details for integrator:
Please contact the customer support team:
Phone: 0191 338 8177
Email: sales@atebsuitability.co.uk.
Website for integrator: https://www.atebsuitability.co.uk/
Description provided by the integrator:
ATEB Suitability, part of the Thistle Group, is an intelligent multi-product suitability report generator designed to offer Financial Advisers a simple, yet comprehensive tool to help streamline their advice process.
ATEB Suitability will give you a smarter, more cost-effective, and compliant approach to producing your suitability reports. Having been developed using cutting edge intelligent document creation software, combined with the expertise of leading compliance experts, it offers a fresh approach to the production of suitability reports which are both comprehensive and personalised.
ATEB Suitability’s templates, which have a proven compliance track record, provide a unique solution to the long-standing problem associated with suitability report production.
Through the fusion of compliance knowledge and IT expertise, we are proud to present a winning formula that aids IFA’s in crafting visually appealing, uniform, and fully compliant suitability reports.
We host regular webinar demonstration sessions every 2 weeks, alternating between Tuesdays and Thursdays. These can be booked using the links below:
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). You can sign up at any time using the following link: https://app.atebsuitability.co.uk/#/register
You can find detailed information about the changes on the ATEB Suitability Blog below:
https://news.ateb-group.co.uk/category/suitability
Setup instructions
Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used
In Xplan:
This integration follows the Standard Integration pattern:
- If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.
- If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
- If you outsource your site administration to Iress: This integration has been enabled for UK sites. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth).
In your third party integrator software:
Extensive FAQ and setup guides are available here.
