Hana Dickinson
By Hana Dickinson on May 11, 2022

Introducing Switch Reports

When you’re ready to switch your clients’ investment portfolio to Timeline Portfolios (formerly Betafolio), but their plan is staying the same, a fully compliant Switch Report is all you need. And you can generate these for your clients in seconds from your Timeline Portfolios account!

These switch reports are focused on what’s changing with the investments and the analysis you have done, so they demonstrate to your client the rationale behind the proposed change of portfolio

The reports are created from our analytics data and are compliance-focused with all the required text and information. You can add your own summary to the report, which will appear on the front page at the top, to provide context and personalisation to the report. Plus, you can add all the relevant fees and charges.

We’ve tried to make these reports as visually appealing and easy to read as possible for clients. Each report covers all the background information on our investment philosophy, the benefits of evidence-based investing and diversification - as well as the core portfolio breakdown and performance.

Here is a short video explaining how they work:

Wistia video thumbnail

Try Out A Switch Report

Please note, that if your client’s overall financial plan is changing then you will still need to create a new suitability report.

As always, if you have any questions, please just let us know!


Published by Hana Dickinson May 11, 2022
Hana Dickinson