--- title: "Welcome to FactFind: The Ultimate Client Data Solution" description: Streamline onboarding, improve accuracy, and raise client satisfaction with FactFind. Empower yourself with automated prefill, customization, and enhanced UX for smarter data collection and efficient client experiences. 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/factfind-alt#webinar)  REGIONAL WORKSHOPS  # Cradle to Grave in Wealth Management Adapting to the FCA Thematic Review [Find Your Nearest Event](https://www.timeline.co/factfind-alt#more) # ![Timeline-Logo](https://www.timeline.co/hs-fs/hubfs/Timeline-Logo.png?width=143&height=56&name=Timeline-Logo.png) # 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   [![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) ![80%-FF-2](https://www.timeline.co/hs-fs/hubfs/50%25-FF-2.png?width=1157&height=576&name=50%25-FF-2.png) # Smarter, Faster, and Yours! **80% faster data collection **with automated prefill from the Timeline ecosystem. [![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)   # Boost your efficiency: 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. ![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) # Key Features of FactFind #  1  # **Smart Prefill** Automatically pre-fill client data from the Timeline ecosystem, cutting out manual entry and saving time for both you and your clients. #  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. #  4  # Automation Let data from the FactFind pre-fill across the Timeline ecosystem—no more rekeying, no more manual updates. [![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/factfind-alt#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/factfind-alt#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/factfind-alt#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/factfind-alt#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. # 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. ![Factfind-R3](https://www.timeline.co/hs-fs/hubfs/Factfind-R3.gif?width=1543&height=1200&name=Factfind-R3.gif) # 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 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.