Using technology to demonstrate the value of your advice

Join us for the first in our new series of online Masterclasses on 29th March at 11am.

We’ll show you the very latest on how we are helping financial advisers get better results for their clients while saving time and money.

During the Session:

  • Abraham Okusanya will take you on a magical mystery tour of the latest developments and plans with Timeline & Betafolio.
  • Thomas Hogg, our Head of Product, will highlight some new features and walk-through some scenarios and illustrations in relation to inflation trends.

And we’re joined by a special guest, Matt Pitcher of Altor Wealth, who will show you how he uses Timeline and Betafolio to demonstrate the value of his advice.

All in all, it’s a great way to stay on top of the latest developments with Timeline and Betafolio. Get tips and inspiration on how this powerful technology can support you and your clients today, tomorrow, and beyond.

Grab a Seat!

Marketing Manager

Comments

comments powered by Disqus

Sign up and get 30 days free

Schedule a Demo

Suggest a date and time