Model portfolio service (MPS) provider Timeline has launched its own platform with an ‘integrated ecosystem’ for advisers.
Chief executive Abraham Okusanya revealed the news at the Adviser 3.0 conference today (16 May). "Timeline Platform is the integrated ecosystem built for modern financial advisers," he said. The platform should integrate tools including customisable fact find, risk profiler, cashflow, investment analytics, modular reporting, digital onboarding suite (know your client/AML, digital letters-of-authority) and client portal, with embedded trading, custody & tax wrappers. "We're creating something truly magical," Okusanya added. "We've thoughtfully crafted a unified platform that fades i...
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