ATEB Suitability: Iress Open Standard Integration

[melanie.meadwell]

Integration overview

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 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

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.