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ATEB Suitability: Iress Open Standard Integration

Iress People

Overview

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.

Integration details

Intelligent suitability report writing

Software type: Advice

Locale: United Kingdom

Status: in pilot

Activation type: System Settings 

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 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).

 

Setup Instructions

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.

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