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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 (david@atebsuitability.co.uk)

 

Website for integrator: https://www.atebsuitability.co.uk/

 

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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