The following fields are supported by the ATEB Suitability integration:
| Getting Started | ||
| Client > Basic Details >Title | Basic Client Details | Client 1 Full Name / Client 2 Full Name |
| Client > Basic Details >Last Name | Basic Client Details | Client 1 Full Name / Client 2 Full Name |
| Client > Basic Details > First Name | Basic Client Details | Client 1 Full Name / Client 2 Full Name |
| Client > Address Details > Address Line 1: | Basic Client Details | Address Line 1 |
| Client > Address Details > Address Line 2: | Basic Client Details | Address Line 2 |
| Client > Address Details > Address Line 3: | Basic Client Details | Address Line 3 |
| Client > Address Details > Address Line 4: | Basic Client Details | Address Line 4 |
| Client > Address Details > PostCode: | Basic Client Details | Postcode |
| Introduction to Advice | ||
| Client > Date of Birth | Current Personal and Financial Circumstances | Age (years) |
| Plans (Investment & Retirement) | ||
| Plan > Product Type | Plans | Product |
| Plan > Provider | Plans | Provider Name |
| Plan > Policy Number | Plans | Plan Number |
| Plan > Policy Start Date | Plans | Date of Inception |
| Plans > Owner 1 /Owner 2 | Plans | Plan Owner(s) |
| Plans (Retirement) | ||
| Plans > Contributions > Total Contributions To Date | Existing Plan Details | Total Contribution Amount to Date (£) |
| Plans > Contributions > Regular Contribution | Existing Plan Details | Current Regular Contributions (£) |
| Plans > Contributions > Regular Contribution Frequency | Existing Plan Details | Regular Contribution Frequency |
| Plans > Add Valuation > Surrender / Transfer Value | Existing Plan Details | Current Fund Value (£) / Cash Equivalent Transfer Value CETV (£) |
| Plans > Add Valuation > Surrender / Valuation Date | Existing Plan Details | Date of CETV: |
| Plans > Add Valuation > Surrender / Transfer Value | Pension Switch | Switch Amount (£) |
| Plans (Investment) | ||
| Plans > Contributions > Total Contributions To Date | Existing Plan Details | Total Investment Amount (£) |
| Plans > Regular Contribution | Existing Plan Details | Current Regular Investment Amount (£) |
| Plans > Regular Contribution Frequency | Existing Plan Details | Regular Investment Frequency |
| Plans > Valuations > Surrender Transfer Value | Existing Plan Details | Current Fund Value (£) |
| Investment Strategy Recommendation | ||
| Plans > Funds/Holdings > Equity Name | Investment Strategy Recommendation (Bespoke Funds table) | Fund Name |
| Plans > Funds/Holdings > Fund Name | Investment Strategy Recommendation (Bespoke Funds table) | Fund Name |
| Plans > Funds/Holdings > Holding Percentage | Investment Strategy Recommendation (Bespoke Funds table) | Split (%) |
| Plans (Protection) | ||
| Plan > Provider | New Plan Details | Provider Name |
| Plan > Product Type | New Plan Details | Product |
| Plans > Owner 1 /Owner 2 | New Plan Details | Plan Owner(s) |
| Plans > Premiums > Amount | New Plan Details | Premium (£) |
| Plans > Premiums > Frequency | New Plan Details | Premium Frequency |
| Plan > Provider | Existing Plans | Provider Name |
| Plan > Product Type | Existing Plans | Product |
| Plan > Policy Number | Existing Plans | Policy Number |
| Plans > Premiums > Amount | Existing Plans | Premium (£) |
| Plans > Premiums > Frequency | Existing Plans | Premium Frequency |
| Plans (Mortgage) | ||
| Plans > Product Name | Mortgage Details | Product Type |
| Plans > Owner 1 /Owner 2 | Mortgage Details | Mortgage Parties |
| Plans > Mortgage Details > Repayment Method | Mortgage Details | Mortgage Details |
| Plans > Mortgage Details > Term (Years) | Mortgage Details | Mortgage Term (years) |
| Plans > Mortgage Details > Interest Only Amount | Mortgage Details | Interest Only Loan Amount (£) |
| Plans > Mortgage Details > Deposit/Equity | Mortgage Details | Deposit Amount (£) |
| Plans > Mortgage Details > Rate Type | Mortgage Details | Interest Rate Type |
| Plans > Mortgage Details > Interest Rate (%) | Mortgage Details | Initial Interest Rate (%) |
| Plans > Mortgage Details > Is any Mortgage Equity to be used to consolidate debts? | Mortgage Details | Is the Recommended Mortgage being used as part of Debt consolidation? |
| Plans > Mortgage Details > Capital Repayment Amount | Mortgage Details | Repayment Loan Amount (£) |
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