Time is a financial adviser’s most valuable resource, yet a significant portion of it is consumed by admin-heavy tasks. Research shows that advisers spend an average of 22.1 hours per week—or 41.4% of their workweek—on administrative and back-office duties, including processing Letters of Authority (LOAs) and manual data entry (source: prialto.com).

At Timeline, we believe that technology should streamline the advice process and put the adviser-client relationship centre stage. By eliminating inefficiencies, we help advisers focus on demonstrating real value through more client contact and better client outcomes.

Traditional LOAs delay client onboarding by weeks. Our Digital LOAs automate data retrieval, reducing admin by 80% and creating a faster, smoother experience for both advisers and clients.

One-size-fits-all factfinds create inefficiencies. Timeline’s smart, customisable factfind allows advisers to easily capture the client data they need while integrating it seamlessly with existing records – eliminating duplication and saving hours per case.

What sets Timeline apart is the seamless integration of critical advice tools – including Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (KYC/AML, Digital Letters-of-Authority) and Client Portal – with low-cost, evidence-based model portfolios and embedded Trading, Custody & Tax Wrappers. 

With advisers spending nearly half their week on admin, it’s time to embrace smarter tech solutions that free up time for meaningful client interactions and business growth. How much time could your firm save?