We’ve rolled out a powerful set of improvements to Timeline’s FactFind, making the process more efficient, accurate and adviser-friendly than ever.
These new features are designed to simplify data collection, reduce manual work and help advisers deliver better advice, faster.
What’s new
Current and Savings Accounts Integration
Client account data flows automatically within our system into the financial plan. This removes the need for manual input, reduces the risk of errors, and improves overall efficiency.
Client-Shareable FactFind Links
Create a shareable link that allows clients to complete their information remotely. This streamlines the onboarding process and makes it more convenient for both clients and advisers.
Drag and Drop Workflow Customisation
Easily tailor FactFind steps by rearranging them to suit each client’s needs. No coding or setup required.
Prefilled Custom Data Fields
Speed up completion rates by preloading known information. Clients only need to confirm or update what has changed.
Summary Figures at a Glance
Quickly view totals for income, expenses, debts, properties, investments and pensions. Gain clarity at a glance to support better conversations.
Template Management Tools
Remove outdated templates and keep your workspace clean and current with only what’s relevant.
Properties and Mortgages Integration
Property and mortgage details transfer seamlessly within our tools to the financial plan. This ensures consistency throughout and significantly reduces administrative effort.
Each of these updates is aimed at making FactFind more flexible, more powerful and more aligned with the way advisers work. It’s all part of our mission to help you focus more on advice, and less on admin.
Ready to See It in Action? 🚀
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Log in now and explore the new FactFind features today.
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Let us help you streamline your advice process and elevate your client experience.
