Paraplanning outsourcing service The Timebank has unveiled a new website and administration features which are designed to speed up client report production and increase income for financial advisers through an online data exchange.
Creation of the ODE is essentially designed as a virtual office for members using the service, as it allows them to upload work requests using a template, monitor case progress and download the finished client material through an exclusive deal with xDM Software. Along with case management uploads and downloads, data can then be stored – by using a bespoke version of xDM’s Obsidian ASP document management system - in a way which best suits the intermediary firm and provides a retrieval facility under any search criteria. Development of the Timebank’s ODE service was piloted by interme...
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