Product » Integration Partners
   
  INTEGRATION partners  

ATEB suitability is available as either a standalone system or through various 'Integration Partners'. If you already have a compatible product from one of our Integration Partners you can take advantage of using ATEB suitability through links within their software.

Integration Partners can signifcantly reduce the need to 're-key' client information thus saving you time.

Why not contact one of our partners today and ask about a free trial of ATEB suitability?

Defaqto

Defaqto have made ATEB suitability available through their Aequos Engage software.  For more information please contact Defaqto Sales:

Defaqto

Quay Software (part of Capita Financial Software) have made ATEB suitability available through their Client Care Desktop (CCD) v4 software.  For more information please contact Capita Financial Software Sales:

 
     
 
   
"It’s good to see Defaqto listening to feedback from its customers and using this in its product development. The new functionality enhances the product and shows its commitment to supporting advisers through the research and sales process."

Ian Osborne
Granite Financial Management
   
 
     
 

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