Timeline has the most innovative technology, industry says

Advisers, business owners and paraplanners share their thoughts

Isabel Baxter
clock • 1 min read

Timeline has the most innovative technology among a range of financial advice providers, according to a Professional Adviser poll.

Our latest PA Asks asked the industry to name which firm has the most innovative technology. The options were: Timeline (26%); Seccl (16%); Intelliflo (11%); Parmenion (5%); Dynamic Planner (5%); and Defaqto (5%). Plannr, Money Alive, Multiply, and Iress were also options, though did not receive votes. A total of 26% of respondents chose other companies not listed.   For those who gave other options, two respondents said True Potential had the industry's best technology, while another pointed to compliance specialist Threesixty. One respondent said: "Most of these [the options a...

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