Your cost-effective compliance partner.
Our turnkey MPS solution, Betafolio, offers a potent range of ways to relieve the evidencing compliance requirements on senior managers. Of course, under SM&CR guidance, adviser firms cannot delegate their prescribed responsibilities. However, you are allowed to enlist a partner to support you with your day-to-day activities and framework. Using Betafolio, you can not only ensure money is being run appropriately, but also automatically generate the necessary supporting documents, and have them available to you at the click of a mouse.
That means every action you take will create an easily accessible trail of underlying docs that will be ready for any complaint audit trail you need to contend with.
For example, you’ll have instant access to evidence that demonstrates:
- Timely trading
- Portfolio monitoring
- Investment monitoring
- Investment committee meetings take place
- Due diligence reporting
- Necessary and appropriate research
Clarity and confidence for your clients.
Our ‘agent as client’ approach to supporting adviser firms means we’re squarely on the same page as you when it comes to looking after your end investors. And with Timeline’s host of features, we’re here to provide you with rigorous support. This includes cutting your annual report prep time, giving you the ability to engage with your clients like never before, and much more beyond.
Sinking hours of resource into monotonous data gathering to create annual reports? Timeline’s ability to push and pull information from across different applications means you can draw everything you need together at the touch of a button.
Meanwhile, Timeline’s ability to generate clear and easy to understand charts and graphs will enable you to engage your clients in their retirement journey in amazing new ways. By helping them understand likely outcomes and the impact of any decisions, you’ll be able to build trust, understanding, and engagement on a whole new level.
Of course, these features, alongside regular automated ‘co-pilot’ tracking of their portfolios, means you’ll have powerful tools to hand that allow you to maintain professional practice, and compliance across the board.
Compliance may be growing in complexity, but with our user-friendly fintech solutions, we can remove the headaches. Are you ready to discover Timeline for yourself? Start your FREE trial today.