ONLINE WEBINAR

Timeline ProSeries

Thursday, 19 September 12:30 – 2:00 pm

Join for an exclusive preview of the Timeline Platform, including our ecosystem and future updates. Don't miss out!

Register For September
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A quick rundown of the session

GE

Global economic and market outlook

A deep dive into the current state of inflation and interest rates
RUT

Asset class and
style returns

A comprehensive look at the recent performance of all major asset classes
Q&A-1

Interactive Q&A

This is your chance to actively
engage with our pane

Here's more
information

Join for an exclusive sneak peek of the Timeline Platform, where we'll explore all the features, capabilities, and future plans of our ecosystem.

Session 1: Abraham Okusanya
Abraham Okusanya takes the stage and starts the session by unveiling the latest updates at Timeline. 
Session 2: Thomas Hogg
Join Thomas Hogg, our esteemed VC of Product, as he guides you through the cutting-edge plans and groundbreaking developments for Timeline Platform.

What sets Timeline Platform apart?

The seamless integration of critical advice tools—Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (including KYC/AML, Digital Letters-of-Authority), and Client Portal—with embedded Trading and Custody capabilities.

This unified platform significantly elevates client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.

Intelligent Investment Administration 

With our coveted Three-Pot Strategy, clients' assets are automatically segregated into three sub-accounts—Cash, Model Portfolios, and Assets held outside of models, including stocks and shares. 

With automated contributions, flexible sell-down, and withdrawal options, you can prioritise your clients' financial needs by automating processes to ensure funds are available when required and all fees are covered the way you want.

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Things to note

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Recorded Session

All of our online sessions are recorded. This way we can distribute what we've covered to you, the attendee, creating sustainable learning and supporting assets. 

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Logistics

Our goal is to offer a more engaging session for our intimate Webinar, ensuring a personalized experience that exceeds expectations.

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The follow-up

A few days after the event, you should receive an email summary of the session, along with links to any additional resources shared in the session.

Ready to register?