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SPECIAL EPISODE: Justin King interviews Abraham on the BIG NEWS for Timeline and Betafolio. Here’s what is on the agenda for this episode:
- How many pieces of tech advisers need, and the lack of seamless integration on the market
- How Timeline is rebuilding the adviser tech stack to save advisers time, risk and cost AND deliver better client outcomes.
- Reducing the cost of investing for the client through Evidence Based Investing and why it is the most effective way to capture returns.
- BIG NEWS: The powerful combination of Timeline’s planning tools and Betafolio’s investment prowess as a single, combined proposition that delights advisers and their clients.
SPECIAL EPISODE: Justin King interviews Abraham on the BIG NEWS for Timeline and Betafolio. Here’s what is on the agenda for this episode:
- How many pieces of tech advisers need, and the lack of seamless integration on the market
- How Timeline is rebuilding the adviser tech stack to save advisers time, risk and cost AND deliver better client outcomes.
- Reducing the cost of investing for the client through Evidence Based Investing and why it is the most effective way to capture returns.
- BIG NEWS: The powerful combination of Timeline’s planning tools and Betafolio’s investment prowess as a single, combined proposition that delights advisers and their clients.
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