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Scottish Widows Platform integrates ATEB Suitability to simplify adviser reporting
Ross Easton
Scottish Widows Platform, Head of Platform Proposition
27th November 2024
Scottish Widows Platform is now connected with ATEB Suitability, an easy-to-use, intelligent suitability report writing software which simplifies, automates and centralises reports for advisers.
The integration with ATEB Suitability provides advisers with automated data transfer between third-party back office systems, reducing the need for manual data entry, minimising errors and ensuring accurate and tailored reporting.
This update is the latest in a series of integrations undertaken by Scottish Widows Platform this year, including back office systems like CURO for bulk valuations, and financial and cashflow modelling tools Voyant and EVPro. The platform is set for further updates in 2025.
"We are dedicated to simplifying the work of advisers, supporting their business growth, and ensuring positive client outcomes. Our significant investment in the Scottish Widows Platform has resulted in a reliable, efficient, and user-friendly system that reduces business friction and supports our long-term growth plans. Integrations like ATEB suitability are key to achieving these goals and preparing us for a strong start to the new year."
Ross Easton, Scottish Widows Platform, Head of Platform Proposition"We’re delighted that Scottish Widows Platforms have chosen to connect with ATEB Suitability. Our intelligent multi-product suitability report generator is designed to offer a simple, yet comprehensive tool that meets FCA requirements and streamlines the advice process. Advisers will now have access to our latest integrations to ensure consistency within their suitability reports, leading to increased client engagement."
David Anderson, Director, ATEB Suitability
Notes
About Scottish Widows
Founded in 1815, Scottish Widows is part of Lloyds Banking Group, the UK’s largest digital bank and financial services group. With over £200bn assets under administration and 10 million customers, Scottish Widows’ award-winning product range includes workplace and individual pensions, annuities, life cover, critical illness, income protection as well as savings and investment products.
The Scottish Widows Platform is a digital platform for financial advisers, which brings together cutting-edge technology, market-leading tools, and an award-winning service and support team. The platform has around 6,000 mutual funds available from more than 100 fund managers, as well as a wide range of listed stocks, shares, ETFs, and Investment Trusts via a fully integrated dealing solution. The Scottish Widows Platform is provided and administered by Embark Investment Services Limited, a wholly owned subsidiary of Embark Group Limited.
https://www.scottishwidows.co.uk
https://platform.scottishwidows.co.uk
About ATEB Suitability
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. 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.