ONLINE WEBINAR
Timeline ProSeries 🎄
Thursday, 5th December 12:30 – 2:00 pm
Join the ProSeries Christmas Special for a year-end look at the Platform and updates on Modular Reporting and Planning.
A quick rundown of the session
Global economic and market outlook
Asset class and
style returns
Interactive Q&A
engage with our pane
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.
Things to note
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.
Logistics
Our goal is to offer a more engaging session for our intimate Webinar, ensuring a personalized experience that exceeds expectations.
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.
Things to note
Logistics
Our goal is to offer a more engaging session for our intimate Webinar, ensuring a personalized experience that exceeds expectations.
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.