Abraham Okusanya and Thomas Hogg, Showcasing What’s New for Timeline in 2025 - Timeline proseries recap
Timeline recently hosted an exclusive ProSeries webinar with Abraham Okusanya and Thomas Hogg, revealing what financial advisers can expect from the platform in 2025. From streamlined client workflows to powerful reporting features, Timeline continues to innovate with tools built to elevate modern advice delivery.
Key Platform Enhancements to Know
An overhauled Letters of Authority (LoA) process now simplifies client authorisation, significantly reducing admin time. Advisers can expect greater efficiency and improved oversight with less paperwork.
Custom Modular Reporting
Timeline now supports fully customisable reporting with enhanced formatting and layout controls. Whether it's a branded client summary or an in-depth performance analysis, advisers gain more flexibility in how they communicate value.
Wrapper Types and Pricing Updates
The introduction of new wrapper types allows for more strategic planning across tax-efficient structures. Coupled with a pricing refresh, advisers using varied service models will find these changes beneficial for both firm profitability and client outcomes.
Coming Soon: 2025 Short-Term Roadmap
Several key developments are scheduled to roll out in the near term, including:
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iO Integration: Seamless data syncing between Timeline and Intelligent Office ensures advisers can maintain one version of the truth across platforms.
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Integrations Hub: A new central space designed to support broader connectivity with key third-party tools.
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Portfolio Management Centre: Provides a unified dashboard for monitoring, rebalancing, and managing client portfolios across the firm.
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Multi-Factor Authentication (MFA): Enhanced security protocols for both advisers and clients accessing the portal, reinforcing compliance and trust.
Each of these updates reflects the core of Timeline thinking, empowering users with a seamlessly integrated, future-ready platform that simplifies advice delivery and amplifies client impact.
