Compare plans and stress test against 100years' capital markets data in a highly visual way that brings it to life for your clients.
Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.
In times of uncertainty, financial advisers play a vital role in offering guidance and peace of mind to their clients.
Bear markets can be unsettling, but they’re also when advisers can make the biggest impact. By providing perspective, encouraging a long-term outlook, and reminding clients of the importance of staying invested, advisers can help ease anxiety and prevent knee-jerk decisions that might harm portfolios in the long run.
This challenging period is also an opportunity to showcase expertise and add real value. Keeping a pulse on market trends, identifying growth opportunities, and offering strategic insights can help clients not only weather the storm but position themselves for future success when markets rebound.
While market downturns can feel daunting, they’re also a chance for advisers to step up, demonstrate their value, and be the steady hand their clients need to navigate uncertain times.
The Timeline Charts uses empirical data going back to 1926 to show how inflation, cash, bonds, property, gold, equities and portfolios fared under a wide range of market conditions.
From bull and bear markets, recessions and major events, to political parties and prime ministers/presidents, Timeline chart provides a colourful perspective on how wealth compounds in various asset classes and portfolios over time.
With expert insights and a focus on future opportunities, advisers guide clients toward smart investment decisions — helping them weather the storm and prepare for recovery.
This online tour will show you all the features and benefits of Timeline's unified eco-system for financial planners.
