--- title: "Introducing FactFind: Your Ultimate Client Data Solution" description: Streamline onboarding, improve accuracy, raise client satisfaction with FactFind. Automated prefill, customisation, enhanced UX for smarter data collection image: https://www.timeline.co/hubfs/FactFind---EMAIL-HEADER.png --- [![Timeline Logo - MFL](https://www.timeline.co/hubfs/Timeline%20Logo%20-%20MFL.svg) ![Timeline Logo - MFL](https://www.timeline.co/hubfs/Timeline%20Logo%20-%20MFL.svg) ](https://www.timeline.co) [![Timeline Logo - MFL](https://www.timeline.co/hubfs/Timeline%20Logo%20-%20MFL.svg) ](https://www.timeline.co) - [Platform](https://www.timeline.co/platform) - [Planning](https://www.timeline.co/planning) - [Portfolios](https://www.timeline.co/portfolios) - [Resources ](https://www.timeline.co/events) - - [Events & Papers](https://www.timeline.co/events) - [Blog](https://www.timeline.co/resources) [Login to Timeline](https://planning.timeline.co/sessions/new) # ![Timeline-Logo](https://www.timeline.co/hs-fs/hubfs/Timeline-Logo.png?width=143&height=56&name=Timeline-Logo.png) # Removing the  headache of   LOAs  We're excited to help you streamline onboarding, improve accuracy, and raise client satisfaction with this new feature. ![LOA-2](https://www.timeline.co/hs-fs/hubfs/LOA-2.png?width=2000&height=2000&name=LOA-2.png) # ![Timeline-Logo](https://www.timeline.co/hs-fs/hubfs/Timeline-Logo.png?width=143&height=56&name=Timeline-Logo.png) # Removing the  headache of   LOAs  We're excited to help you streamline onboarding, improve accuracy, and raise client satisfaction with this new feature. ![LOA-2](https://www.timeline.co/hs-fs/hubfs/LOA-2.png?width=2000&height=2000&name=LOA-2.png) # Timeline Charts 2023 Going back to 1926 to show how inflation, cash, bonds, property, gold, equities and portfolios fared under a wide range of market conditions. [Join Our Discussion Webinar](https://www.timeline.co/en-gb/ultimate-adviser-factfind#webinar)  REGIONAL WORKSHOPS  # Cradle to Grave in Wealth Management Adapting to the FCA Thematic Review [Find Your Nearest Event](https://www.timeline.co/en-gb/ultimate-adviser-factfind#more) # FactFind: The     Ultimate  Client Data Capture Our adviser ecosystem enhances efficiency and client satisfaction with our customisable, automated FactFind. Available exclusively to advisers using Timeline.   [![Give It A Try Today!](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25253919/41f3675d-f7a3-4010-8caf-9278b8c54830.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25253919/41f3675d-f7a3-4010-8caf-9278b8c54830)                             # ![Timeline-Logo](https://www.timeline.co/hs-fs/hubfs/Timeline-Logo.png?width=143&height=56&name=Timeline-Logo.png) # The Integrated Ecosystem For Financial Advisers Here's how to find out more >>   ![Timeline-Ecosystem](https://www.timeline.co/hs-fs/hubfs/Timeline-Ecosystem.png?width=800&height=800&name=Timeline-Ecosystem.png) ### Fully-Integrated Ecosystem Timeline’s unified ecosystem offers everything from factfinding to risk profiling, building, comparing, and stress-testing bespoke financial plans, to portfolio selection, comparison, and analysis. Soon, we'll also provide trading and custody, modular reporting, and a user-friendly client portal.  [Find out more!](https://www.timeline.co/platform) ### Consumer Duty? Covered! Our integrated ecosystem supports Consumer Duty through: - Timeline Planning  - Clear Communication - Low-Cost, Evidence-Based Portfolios  - Real-Time Monitoring  [Find out more!](https://www.timeline.co/hubfs/Marketing%20Collateral/Consumer-Duty-and-Timeline-V3.pdf) ### Explore Our Popular Model Portfolios Our low-cost, evidence-based approach consistently generates fair value for end investors. We avoid second-guessing the market and eliminate the need for high fees tied to an investment manager's track record. Instead, we rely on data-driven investing that consistently delivers results. [Find out more!](https://www.timeline.co/portfolios) ## Empower Your Workflow Take control of data collection with self-service FactFind, which makes it faster and easier to gather client information. Customise templates for each client, save time with automated reminders, and capture specific details using custom fields. Plus, send pre-filled fact finds for effortless client or adviser review. ![Factfind-R1 - V4](https://www.timeline.co/hs-fs/hubfs/Factfind-R1%20-%20V4.gif?width=1543&height=1200&name=Factfind-R1%20-%20V4.gif) ## FactFind Features That  Optimise Productivity  ###  1  ### **Seamless Data Entry** Repetitive data entry is a thing of the past, with client information automatically pulled in—saving you time and making everything easier to use. ###  2  ### **Customisable & Reusable Templates** Easily create reusable templates, add your firm’s branding, and customise questions to fit your client's unique needs. ###  3  ### **Easy-to-Use Interface** Enjoy a sleek, intuitive interface with drag-and-drop functionality and clearer visualisation of client data, helping you make faster, informed decisions. ###  4  ### Automated Reminders, No Chasing Needed Automated email notifications and reminders keep your clients on track, so you don’t have to worry about chasing them for updates. ![FASTER-5](https://www.timeline.co/hs-fs/hubfs/FASTER-5.png?width=1157&height=576&name=FASTER-5.png) ## Your Time Matters, Save it with FactFind! The new FactFind automatically pulls in client data, **reducing manual entry time and streamlining** **your workflow**—saving you valuable time! [![Give It A Try Today!](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25253919/41f3675d-f7a3-4010-8caf-9278b8c54830.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25253919/41f3675d-f7a3-4010-8caf-9278b8c54830)   [![Timeline Logo - MFL](https://www.timeline.co/hubfs/Timeline%20Logo%20-%20MFL.svg) ![Timeline Logo - MFL](https://www.timeline.co/hubfs/Timeline%20Logo%20-%20MFL.svg) ](https://www.timeline.co) [![Timeline Logo - MFL](https://www.timeline.co/hubfs/Timeline%20Logo%20-%20MFL.svg) ](https://www.timeline.co) - [Platform](https://www.timeline.co/platform) - [Planning](https://www.timeline.co/planning) - [Portfolios](https://www.timeline.co/portfolios) - [Resources ](https://www.timeline.co/events) - - [Events & Papers](https://www.timeline.co/events) - [Blog](https://www.timeline.co/resources) [Login to Timeline](https://planning.timeline.co/sessions/new) By the end of the webinar, you'll  understand how  to leverage Timeline’s ecosystem to enhance client satisfaction, streamline your processes, and drive better financial outcomes. Don’t miss this opportunity to transform your advisory services with Timeline. ![ST-Rocket-Ship](https://www.timeline.co/hs-fs/hubfs/ST-Rocket-Ship.png?width=917&height=680&name=ST-Rocket-Ship.png) # How our Integrated Ecosystem can support Consumer Duty With the right tools and With the right tools and strategies, fulfilling your Consumer Duty obligations can be straightforward and highly effective. Here's how Timeline can support you in delivering exceptional outcomes for your customers. - ###### [Timeline Planning](https://www.timeline.co/en-gb/ultimate-adviser-factfind#tab-1) ### Timeline Planning Create robust financial plans and stress test them against over 100 years of market data. Our data-driven insights help clients engage in their financial planning, making it clear and compelling. With Timeline Planning, you can ensure that your clients have a comprehensive understanding of their financial landscape, helping them make informed decisions with confidence. [![Find Out More About Planning](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25253919/6cf50651-aa7a-48c6-aba0-44cae9431814.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25253919/6cf50651-aa7a-48c6-aba0-44cae9431814) - ###### [Clear Communication](https://www.timeline.co/en-gb/ultimate-adviser-factfind#tab-2) ### Clear Communication Effective communication is crucial in financial planning. Our tools allow advisers to dynamically demonstrate various scenarios, ensuring clients understand the potential impacts on their finances. Reports are generated in client-friendly language, helping to illustrate complex concepts clearly. This ensures that clients are always aware of their financial standing and can easily grasp the implications of different financial strategies. - ###### [Low-Cost, Evidence-Based Portfolios](https://www.timeline.co/en-gb/ultimate-adviser-factfind#tab-3) ### Low-Cost, Evidence-Based Portfolios ** **We offer globally diversified portfolios with transparent, low-cost pricing. Our approach, driven by decades of empirical data, ensures that clients receive the best possible returns without unnecessary costs. By focusing on evidence-based strategies, we help you provide your clients with portfolios that are both efficient and effective.  [![Find Out More About Portfolios](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25253919/013a8c3a-b043-47df-82d3-b977d444a7e3.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25253919/013a8c3a-b043-47df-82d3-b977d444a7e3) - ###### [Real-Time Monitoring](https://www.timeline.co/en-gb/ultimate-adviser-factfind#tab-4) ### **Real-Time Monitoring** Our Livetrack feature provides ongoing monitoring of portfolios, offering real-time insights into portfolio balance, withdrawals, and asset allocation. This helps clients stay informed and confident about their financial journey. Tolerance-based rebalancing provides better returns and pays closer attention to risk profiles, ensuring your clients' investments remain aligned with their goals. ### Timeline Planning Create robust financial plans and stress test them against over 100 years of market data. Our data-driven insights help clients engage in their financial planning, making it clear and compelling. With Timeline Planning, you can ensure that your clients have a comprehensive understanding of their financial landscape, helping them make informed decisions with confidence. [![Find Out More About Planning](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25253919/6cf50651-aa7a-48c6-aba0-44cae9431814.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25253919/6cf50651-aa7a-48c6-aba0-44cae9431814) ### Clear Communication Effective communication is crucial in financial planning. Our tools allow advisers to dynamically demonstrate various scenarios, ensuring clients understand the potential impacts on their finances. Reports are generated in client-friendly language, helping to illustrate complex concepts clearly. This ensures that clients are always aware of their financial standing and can easily grasp the implications of different financial strategies. ### Low-Cost, Evidence-Based Portfolios ** **We offer globally diversified portfolios with transparent, low-cost pricing. Our approach, driven by decades of empirical data, ensures that clients receive the best possible returns without unnecessary costs. By focusing on evidence-based strategies, we help you provide your clients with portfolios that are both efficient and effective.  [![Find Out More About Portfolios](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25253919/013a8c3a-b043-47df-82d3-b977d444a7e3.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25253919/013a8c3a-b043-47df-82d3-b977d444a7e3) ### **Real-Time Monitoring** Our Livetrack feature provides ongoing monitoring of portfolios, offering real-time insights into portfolio balance, withdrawals, and asset allocation. This helps clients stay informed and confident about their financial journey. Tolerance-based rebalancing provides better returns and pays closer attention to risk profiles, ensuring your clients' investments remain aligned with their goals. ## Client Data Collection Simplified FactFind empowers you to take control of data collection, allowing you to complete the FactFind yourself for faster, more efficient client onboarding. Duplicate and edit templates effortlessly to tailor them to each client’s needs, saving time on repetitive tasks. With the use of custom fields, you can capture specific details, and pre-filled FactFinds can be sent directly to clients or advisers for seamless review. ![Factfind-R3](https://www.timeline.co/hs-fs/hubfs/Factfind-R3.gif?width=1543&height=1200&name=Factfind-R3.gif) # FactFind, the Numbers! #  100 %  # **automated reminders sent after 4 days of inactivity eliminate the need for manual follow-ups.** #  80%  # of users report smoother client onboarding with streamlined processes. #  25%  # **increase in efficiency thanks to intuitive drag-and-drop functionality.** #  Unlimited  # **potential with fully customizable fields to capture every client detail.** # FactFind 2.0, the Numbers! #  50%  # **faster data collection is achieved with automated prefill from the Timeline ecosystem.** #  2  # **Customisation** Easily create reusable templates, add your firm’s branding, and customise questions to fit your client's unique needs. #  3  # **Enhanced UX** Enjoy a sleek, intuitive interface with drag-and-drop functionality and clearer visualisation of client data, helping you make faster, informed decisions. #  4  # Automation Automated email notifications and reminders keep your clients on track, so you don’t have to worry about chasing them for updates. ### Discover how  FactFind  can save you time, streamline your processes, and improve the client experience. Available exclusively to advisers using Timeline. [![Give It A Try Today!](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25253919/41f3675d-f7a3-4010-8caf-9278b8c54830.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25253919/41f3675d-f7a3-4010-8caf-9278b8c54830) [![Timeline Logo - MFL - W](https://www.timeline.co/hubfs/Timeline%20Logo%20-%20MFL%20-%20W.svg) ](https://www.timeline.co) - [* * ](https://www.linkedin.com/company/timeline-tech-limited/) - [* * ](https://www.facebook.com/TimelineappTechLimited) - [* * ](https://twitter.com/Timeline_Tech) - [* * ](https://www.instagram.com/timelineapp/) - [Timeline Planning](https://www.timeline.co/planning) - [Timeline Portfolios](https://www.timeline.co/portfolios)    **©2026 Timeline Holdings Ltd. All rights reserved. [Privacy Policy ](https://www.timeline.co/privacy-policy)VAT number 437083884.**   Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR.   Timeline Portfolios Ltd is incorporated under the laws of England and Wales (Company number 11557205) and is authorised and regulated by the Financial Conduct Authority (number 840807).  Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.