Timeline releases goal visualisation tool for advisers

clock • 1 min read
Timeline releases goal visualisation tool for advisers
Image:

Timeline releases goal visualisation tool for advisers

Timeline has rolled out a series of developments to strengthen its financial planning software, as well as reduce adviser technology costs.

Its latest additions include a cashflow element with built-in goal visualisation and capital market scenarios. The new features will enable advisers and clients to visualise how their goals, ret...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Members-only access to the editor’s weekly Friday commentary
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Technology

Archax, which is founded by former hedge fund executives, provides a platform for institutional investors to trade cryptocurrencies

abrdn takes stake in digital securities exchange

Largest external shareholder

Kathleen Gallagher
clock 12 August 2022 • 1 min read
Nick Eatock: Five big tech developments happening right now

Nick Eatock: Five big tech developments happening right now

Future of adviser technology

Nick Eatock
clock 12 August 2022 • 7 min read
"In a world of increased digitisation, data is the essential foundation of digital transformation." - Tim Thompson-Rye

Tim Thompson-Rye: Data - advice firms' most valuable asset

Business gains, client gains

Tim Thompson-Rye
clock 09 August 2022 • 4 min read