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.
Ross Easton, Scottish Widows Platform, Head of Platform Proposition said:
“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.”
David Anderson, Director, ATEB Suitability: said:
“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.”
