Tom Newbould
By Tom Newbould on May 16, 2024

Trailblazing Timeline launches Platform with a seamlessly integrated ecosystem for advisers

As a trailblazing financial technology firm dedicated to empowering independent financial advisers, we have been thrilled to announce the launch of our a new investment Platform, designed to create a unique integrated ecosystem for modern financial advisers.

Our CEO Abraham Okusanya, has revealed the exciting news at the Adviser 3.0 conference to a packed audience of the UK’s top financial advisers and firms, said:

“Timeline Platform is the integrated ecosystem built for modern financial advisers.

We’re creating something magical. A platform that’s intuitive, that pulls through data seamlessly and is fully integrated with our existing planning and portfolio management tech.

We’ve thoughtfully crafted a unified platform that fades into the background, putting the adviser-client relationship front and centre, right at its heart.

This is not just another 'me-too' platform — it's what we call Platform 3.0.”

Our unified platform will significantly elevate client experience, streamline adviser workflow, and reduce costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.

This development will provide a unique end-to-end integrated package, ensuring IFAs in the UK benefit from a seamless digital experience while also realising significant cost savings.

We will begin with a pool of existing firms we already work with in a Beta phase, adding more in cycles before opening the doors to the rest of the market in the Autumn.

Thomas Hogg, our VP of Product, demonstrated the new platform at the conference and commented:

“We have delivered a Platform that will exceed adviser expectations.

We know that many advisers are frustrated with the customer service levels they receive from Platforms, so our approach to gradually onboard adviser firms will ensure we deliver excellent customer service and a product that delights.

We’ll take the time we need to work with a number of firms to fine-tune and make sure we deliver the robust, clear and compelling user experience that advisers have come to expect from us.”

If you would like to register your interest for the Timeline Platform you can do so via this form. If you have any questions relating to this product, please send an email with your enquiry to our Adviser Success Team.

Published by Tom Newbould May 16, 2024
Tom Newbould