Software provider Timeline has integrated with FNZ to produce an app for financial advisers that will allow them to seamless access data.
The integration will allow advisers using Timeline to access and move information from the FNZ platform and vice versa. The integration will eliminate the rekeying of data by IFAs, allowing retirement plans to be created with just a few clicks as well as being automatically tracked and updated. Timeline started working with FNZ at the end of last year and in July, it confirmed it was receiving funding from the platform technology provider. This then allowed them to start building the integration app. Timeline CEO Abraham Okusanya told Professional Adviser said their goal is to make ...
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