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ateb suitability: Iress Open Standard Integration

Iress People


Type: Digital Engagement


Locale: Global


Description provided by the integrator

ATEB suitability offer a 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 aim to give you a smart, cost effective and compliant approach to producing your suitability reports


Contact details for integrator: David Anderson (


Website for integrator:


Expected Delivery: coming soon


Activation Type: Xplan System Settings


Iress Contact: please contact your account manager if you need further assistance.

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