Presenting a seamless integration between Plannr and ATEB Suitability. Improved efficiency in creating suitability reports!
Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within their suitability report writing application.
Key Features and Benefits:
Effortless access to ATEB Suitability from Plannr
Two-way integration - Once your report is complete, you can store it within the client's record in Plannr with just a click of a button.
- Increased Efficiency - Automates data transfer between systems
- Reduces manual/repetitive data entry and minimising errors.
- Ensures consistent and accurate data throughout your reports.
- Streamlined Processes with effective client data management
Enhances customer experience by providing timely and accurate information.
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.
For additional information on the setup, user guide, and supported fields, click HERE!
To use the integration you will need an active ATEB Suitability account, but don't worry they offer a no obligation 14 day free trial (no credit card details required). You can sign up at any time using the following link: https://app.atebsuitability.co.uk/#/register
Once you have created your ATEB Suitability account, you can click the enable button on the addon store to get cracking!
Need to know a bit more first?
They host regular webinar demonstration sessions every 2 weeks, alternating between Tuesdays and Thursdays. These can be booked using the links below:
This is a fantastic bit of kit and we’re thrilled to be partnered with the ATEB gang. Go check them out!!
If you have any questions or issues please don’t hesitate to raise a ticket with us via help@plannrcrm.com.
