Our technology has dramatically lowered the barriers to platform ownership, with market-leading levels of efficiency and straight-through processing.
But there's no denying that running a platform of your own won't be for every advice firm. In fact, it won't be for most.
(Assets certainly aren't everything, but as a rough proxy, the platform ownership model typically makes most commercial sense for firms managing £250m of client assets or more.)
That doesn't mean, though, that you can't still benefit from the efficiency gains and customer experience improvements that our modern technology infrastructure provides…
If you’re looking to power up your platform game, why not explore one of the affordable, paperless adviser platforms that we power?
They’ll allow your advisers and clients to reap the rewards of our technology, but without any additional effort or responsibility on your part.
A paperless platform focused on making life easier for advisers, allowing you to concentrate on advice, not admin. We aim to provide a better platform experience for advisers and their clients. And with a 0.15% platform fee, great service doesn't come at a cost.
JustFA is an all-in-one advice and investment platform designed to help advisers run and grow their businesses digitally. It combines a modern back-office system, client engagement tools, custody, and investment management—all in one place.
Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people plan, invest, and retire with confidence.