Download - BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline.

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Adviser 3.0: The Podcast

Business:Investing

BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline.

2021-06-02

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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.