Timeline has launched its own platform for advisers.
The company’s CEO Abraham Okusanya unveiled details of the new platform, simply called Platform 3.0, at the Adviser 3.0 conference held in London today (16 May).
He said Timeline was “creating something truly magical”.
“We’ve thoughtfully crafted a unified platform that fades into the background, putting the adviser-client relationship front and centre, right at its heart,” he added.
The platform will bring together customisable fact find, risk profiler, cashflow, investment analytics, modular reporting, AML, digital letters of authority and the client portal.
It has been launched with the intention of streamlining adviser workflows and reducing costs.
Okusanya described it as “the integrated ecosystem built for modern financial advisers”. He announced that Seccl will power the platform.
Seccl chief executive David Ferguson told delegates: “By creating a platform that meets advisers where they work, Timeline is developing a market-defining digital experience for financial planners and their clients.
“Today’s announcement represents a pivotal moment in the transition of the platform industry. From product-driven to client-led. From old to new.”
Timeline’s vice president of product Thomas Hogg said he was confident the new platform will exceed adviser expectations.
“We know that many advisers are frustrated with the service they receive from platforms,” he said.
“What we’ve built addresses these problems. It’s a platform that’s intuitive, that pulls through data seamlessly and is fully integrated with our existing planning and portfolio-management tech.”
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