Scottish Widows Platform has integrated new suitability report writing software to simplify and centralise the process 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.
This update is the latest in a series of integrations undertaken by Scottish Widows Platform this year.
These include back office system updates such as CURO for bulk valuations, and financial and cashflow modelling tools Voyant and EVPro.
The platform is set for further updates in 2025.
Scottish Widows Platform head of platform proposition, Ross Easton, 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.”
Comments