Removing the headache of LOAs
Removing the headache of LOAs
Welcome to FactFind
The ULTIMATE Client Data Capture
FactFind simplifies data collection with advanced features, integration, and customisation, enhancing efficiency and client experience.
The Integrated Ecosystem For Financial Advisers
Here's how to find out more >>
Boost Your Efficiency:
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 FactFinds for effortless client or adviser review.
Smarter, Faster, and Yours!
The new FactFind automatically pulls in client data, reducing manual entry time and streamlining your workflow—saving you valuable time!
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.
How our Integrated Ecosystem can support Consumer Duty
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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.
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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.
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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.
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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.
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.
Real-Time Monitoring
Effortless Client Data Collection:
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. Automated reminders sent after four days of inactivity keep clients engaged without the need for manual follow-ups. With custom fields, you can capture specific details, and pre-filled FactFinds can be sent directly to clients or advisers for seamless review.
Discover how FactFind can save you time, streamline your processes, and improve the client experience.
Available exclusively to advisers using Timeline.