SPONSORED ARTICLES
THE TECH YOU USE MATTERS MORE THAN YOU THINK
information you need for your annual review?
• How easy is it for you to demonstrate sustainability?
Your clients don’t care about the tech you use to plan, organise, and deliver your service. What they care about is peace of mind – receiving the best quality investment advice and knowing their financial future is secure and can withstand any bumps in the road.
But tech should matter to you. How much are you spending on your factfind? Investment research? Risk profiling? For many financial planners, it comes to around the price of a second-hand sports car in software subscriptions each year.
Is it possible for you to reduce the costs and time it takes to access key investment information while enhancing and better visualising the plans and advice you present to your clients?
Take stock: • Is your tech stack serving your business, and your clients, effectively?
• How well do the several pieces of software that you use integrate? Do you have to rekey information into multiple systems?
• How long does it take you to draw together the
• Can you quickly present plans and reports to clients in a simple, easy to understand format?
If any of these tasks take up more than a few minutes, then you’re not getting value for your money. You’ve paid for a sports car, and you’re driving a tractor.
And what about portfolio management? This is a commodity. Something tech can do effectively at an ultra-low-cost. Yet fund managers are still taking a substantial bite out of your income, which means your clients are shouldering extra costs.
Better tech, better outcomes, lower costs Timeline’s 9bps evidence-based, turnkey model portfolio service empowers financial advisers to deliver a first-class customer experience and excellent client outcomes.
But don’t just take our word for it. We’ve laid bare our portfolios for independent scrutiny on the Lang Cat MPS Analyser and Morningstar’s MPS comparison tool.
Better tech, better outcomes.
www.timelineapp.co
CISI FINANCIAL PLANNING CORPORATE SUPPORTERS SEPT 2022
Gold
Royal London
adviser.royallondon.com Silver
Betafolio
www.betafolio.co.uk
TIME Investments
www.time-investments.com Corporate
AIC
www.theaic.co.uk
Canada Life
www.canadalife.co.uk
Cascade
www.cascade.co.uk
Dimensional Fund Advisors
www.dfauk.com
First Trust Global Portfolios
www.ftglobalportfolios.com
Independent Health Care Solutions
www.ihcs.co.uk
Jupiter Asset Management
www.jupiteram.com
M&G Investments
www.mandg.co.uk
M&G Wealth
www.mandg.com/wealth
moneyinfo
www.moneyinfo.com
Octopus Investments
www.octopusinvestments.com
Prudential
www.pru.co.uk
Puma Investments
www.pumainvestments.co.uk
Transact
www.transact-online.co.uk
Vanguard
www.vanguard.co.uk
Affiliate
HANetf
www.hanetf.com
ABOUT TIME
We make carefully considered investments that seek to achieve attractive risk-adjusted returns and create products that aim to provide our investors with long-lasting peace of mind.
TIME Investments is a specialist investment manager focused on delivering long-term investments that seek consistent returns. We take a deliberately defensive approach, predominantly investing in asset-backed and income-producing sectors including infrastructure, real estate, renewable energy, and lending.
Whether clients are seeking portfolio diversification, income, or estate planning solutions, TIME offers a variety of products and services to help achieve these objectives.
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TIME’s income funds TIME’s income solutions seek to deliver consistent income through investing in long income property, real estate securities, and infrastructure-exposed securities. Our management team has a long and successful track record in fund management.
TIME’s inheritance tax services TIME is an award-winning provider of tax-efficient services and our team boasts a wealth of experience and a long track record of successfully mitigating inheritance tax for our clients. We currently manage over £1bn
of business relief investments for more than 7,000 private investors and business owners who are seeking to maximise the financial legacy they leave for future generations.
About the team at TIME We are dedicated to supporting the adviser community and TIME has one of the largest adviser support teams in our sector. We offer full regional coverage with dedicated points of contact.
Our team is always on hand to support advisers and answer any questions you may have.
If you would like to contact us, please call +44 20 7391 4747
or visit our website at
time-investments.com THE REVIEW SEPTEMBER 2022
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