This webinar will focus on the intersection of financial planning, tech and investing, so we’ll take a closer look at how we’re powering integrated financial planning and investment management with great tech!
During this session, we'll dive into:
12:30
Thomas Hogg
Will take you through the latest plans and developments for Timeline's tech.
12:45
Daniel Williams & James Evans
Daniel Williams & James Evans from Morgan Williams & Co. will be discussing how they use the Timeline suite to benefit their clients.
13:15
Abraham Okusanya
Will talk to you about our exciting new updates at Timeline, and a few milestones passed.
