Timeline enters fact find and risk profiling markets

Ready to use within a couple of weeks, the firm said, the tools will enable advisers to easily integrate client information onto the Timeline system and then through to other third-party and back office systems. Once client information has been uploaded onto the software provider's systems, using the fact find and risk profiling, Timeline will automatically create a draft client plan which the adviser can edit and improve, it said. Some of this information will then be automatically sent to back office systems. Timeline CEO Abraham Okusanya (pictured) told Professional Adviser he beli...