Build reusable templates and add custom fields, questions, and steps. Send pre-filled FactFinds to your clients for quick, accurate data collection. Automation handles syncing and reminders, so you never chase details. FactFind makes gathering client information seamless and stress-free.
Removing the headache of LOAs
We're excited to help you streamline onboarding, improve accuracy, and raise client satisfaction with this new feature.
Removing the headache of LOAs
We're excited to help you streamline onboarding, improve accuracy, and raise client satisfaction with this new feature.
Your FactFind, Your Way
The ULTIMATE Client Data Solution
Build templates once and let details flow automatically—no more manual rekeying, just smooth, stress-free client data collection.
Available to Advisers using Timeline
The Integrated Ecosystem For Financial Advisers
Here's how to find out more >>
Smarter, Faster, and Yours!
80% faster data collection with automated prefill from the Timeline ecosystem.
Boost your efficiency:
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
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.
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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
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.
Effortless Client Data Collection:
FactFind empowers you to take control of data collection, allowing you or you client to complete the FactFind for faster, more efficient client onboarding. Automated reminders are sent to you and your clients, without the need for manual follow-ups. With custom questions, 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 to Advisers using Timeline