Following hot on the heels of our recognition by Defaqto as being, ‘the most recommended MPS by Advisers', we are delighted to announce our new third-party integration with Adviser Platform, Fundment, as we soar over £3.5bn in Assets Under Management (AUM).
This means that with immediate effect, Advisers who use our Portfolios on Fundment will be able to access a full list of their clients within the Timeline Portfolios and Planning ecosystem, without having to re-key information, saving you valuable time. Advisers can also monitor the drift of clients’ fund allocations, which are updated daily.
Ed Carey, Timeline’s Chief Commercial Officer, said:
“We are delighted to announce this new integration with Fundment. This is another important step in delivering the very best service to our financial adviser clients as we continue to grow the number of firms we work with and increase assets under management”.
Ola Adbul, Fundment’s CEO, commented:
“We've been working closely with Timeline to provide the best user experience for the advisers who've put their trust in us. We look forward to building on what we've achieved to date to further support the financial planning community.”
Our end-to-end financial planning software aims to provide advisers with everything they need at their fingertips, including modules for initial client fact-finding, risk profiling, cashflow modelling, investment analytics and Timeline Portfolios - a suite of low-cost, high-performing model portfolios. This provides advisers with a seamless digital experience that is not otherwise available in the UK today.
Want to find out more about Timeline Planning or Timeline Portfolios? Please contact your regional contact or if you are existing client, please reach out to us via email.
