Cashflow planning is live on Timeline
We have rolled out a series of developments in recent weeks to bolster our financial planning software and help advisers drive down the amount they spend on technology each and every year.
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Announcements
Fri, Aug 20, 2021
Betafolio smashes through £500m AUM milestone
Betafolio now has over £500m in AUM, thanks to a wave of support from UK advisers! This remarkable increase in AUM has been achieved since its launch, just 16 months ago.
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Tue, Aug 3, 2021
Retirementals podcast with Sean Hagerty, Vanguard Europe’s Managing Director
Abraham Okusanya speaks to Sean Hagerty, Managing Director of Vanguard Europe, in the latest episode of Retirementals. Abraham throws Sean into the deep end, asking a broad range of questions, ranging from Sean’s approach to retirement to the 10th anniversary of LifeStrategy funds and their success, and much more.
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Timeline Survey: The results are in
As part of our commitment to the ongoing development and improvement of Timeline, our second annual survey was sent out earlier this year. Completed surveys were received from an impressive number of advisers and their data analysed to look at what we’re doing well and where we can improve.
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Introducing goals, one-off expenses and life phases
We’re excited to show you this fab new feature that helps you to create a full life plan for your clients. You can now plan in your clients’ significant expenses and goals and treat each phase of their life in line with its specific requirements and milestones.
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New Feature
Thu, Jul 1, 2021
What's new: Timeline's Cashflow charts
We have recently released Cashflow charts to show the overview of income and expenditure. This is now available to all UK users on the back-of-the-envelope plans with integration into the full plans coming soon.
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Fri, Jun 18, 2021
Timeline is here to clear up your tech stack.
Your clients don’t care about Timeline, and we’re fine with that. Actually, they don’t really care about any of the tech you use to plan, organise and deliver your service. What they care about is peace of mind - knowing their financial future is secure and can withstand any future bumps in the road.
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Article
Wed, Jun 2, 2021
Retirementals Episode 11: BIG NEWS - Special episode
SPECIAL EPISODE: Justin King interviews Abraham on the BIG NEWS for Timeline and Betafolio. Here’s what is on the agenda for this episode.
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Fri, May 28, 2021
Don’t complain. Compete.
In this blog our CEO, Abraham Okusanya, explains why his philosophy of competing rather than complaining has netted our sister business, Betafolio, an incredible £250m
in assets in just over a year. And you won’t believe what we’re doing
next…!
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