This webinar will focus on the intersection of financial planning 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
Abraham Okusanya
Will talk to you about our exciting new updates at Timeline, covering the unification of Timeline and Betafolio under the Timeline brand
13:00
Eleanor King
Will show you how she uses Timeline to support her clients.
13:30
Thomas Hogg
Taking you through the latest plans and developments for our tech and the benefits these will bring to our customers.
